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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 | $45,591 | $46,599-2.2% | $64,101-28.9% | $75,173-39.4% |
| Participation rate | 48.2% | 65.9%-17.7pp | 72.3%-24.1pp | 67.2%-19.0pp |
| Annual return | 25.70% | 26.06%-0.4pp | 33.72%-8.0pp | 160.72%-135.0pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,685 | $2,837+170.9% | $3,881+98.0% | $4,126+86.3% |
| Admin fee / account holder | $22 | $2,956-99.3% | $3,070-99.3% | $5,651-99.6% |