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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,180 | $90,509-56.7% | $78,693-50.2% | $273,968-85.7% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 2.93% | 75.61%-72.7pp | 62.18%-59.2pp | 41.45%-38.5pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,083 | $3,901-72.2% | $3,517-69.2% | $5,287-79.5% |
| Admin fee / account holder | $19 | $5,264-99.6% | $4,511-99.6% | $10,132-99.8% |