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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 | $27,018 | $57,140-52.7% | $85,240-68.3% | $80,959-66.6% |
| Participation rate | 30.0% | 56.4%-26.4pp | 67.5%-37.5pp | 67.7%-37.7pp |
| Annual return | 36.41% | 21.71%+14.7pp | 66.75%-30.3pp | 35.67%+0.7pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,514 | $3,115-19.3% | $4,527-44.5% | $4,300-41.5% |
| Admin fee / account holder | $105 | $4,992-97.9% | $6,165-98.3% | $6,925-98.5% |