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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 | $57,061-52.6% | $85,063-68.2% | $80,911-66.6% |
| Participation rate | 30.0% | 56.3%-26.3pp | 67.5%-37.5pp | 67.6%-37.6pp |
| Annual return | 36.41% | 21.66%+14.7pp | 66.54%-30.1pp | 35.63%+0.8pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,514 | $3,110-19.2% | $4,523-44.4% | $4,297-41.5% |
| Admin fee / account holder | $105 | $4,986-97.9% | $6,155-98.3% | $6,935-98.5% |