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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 | $33,293 | $45,087-26.2% | $69,483-52.1% | $72,976-54.4% |
| Participation rate | 42.9% | 68.5%-25.6pp | 74.6%-31.7pp | 69.5%-26.6pp |
| Annual return | 18.09% | 22.67%-4.6pp | 28.99%-10.9pp | 81.02%-62.9pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,002 | $2,603+53.7% | $3,537+13.2% | $3,608+10.9% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,841-100.0% | $5,124-100.0% |