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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 | $13,954 | $81,262-82.8% | $155,602-91.0% | $80,911-82.8% |
| Participation rate | 23.3% | 66.2%-42.9pp | 78.2%-54.9pp | 67.6%-44.3pp |
| Annual return | 13.44% | 33.34%-19.9pp | 64.81%-51.4pp | 35.63%-22.2pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,915 | $3,451-44.5% | $5,629-66.0% | $4,297-55.4% |
| Admin fee / account holder | $267 | $7,992-96.7% | $15,923-98.3% | $6,935-96.1% |