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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 | $95,054 | $181,896-47.7% | $156,551-39.3% | $273,972-65.3% |
| Participation rate | 28.6% | 88.4%-59.8pp | 84.0%-55.4pp | 83.0%-54.4pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,332 | $6,248-78.7% | $5,501-75.8% | $4,869-72.6% |
| Participant deferral / active EE | $3,381 | $5,550-39.1% | $4,871-30.6% | $5,287-36.1% |
| Admin fee / account holder | $1 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |