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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 | $11,684 | $45,082-74.1% | $69,464-83.2% | $72,975-84.0% |
| Participation rate | 54.2% | 68.5%-14.3pp | 74.6%-20.4pp | 69.5%-15.3pp |
| Annual return | 8.37% | 22.66%-14.3pp | 28.98%-20.6pp | 81.01%-72.6pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,448 | $2,604+32.4% | $3,536-2.5% | $3,608-4.4% |
| Admin fee / account holder | $57 | $3,057-98.1% | $3,840-98.5% | $5,124-98.9% |