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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 | $27,090 | $35,183-23.0% | $73,550-63.2% | $70,126-61.4% |
| Participation rate | 28.6% | 42.9%-14.4pp | 54.9%-26.4pp | 69.5%-41.0pp |
| Annual return | 14.53% | 26.90%-12.4pp | -15.16%+29.7pp | 73.15%-58.6pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $394 | $1,220-67.7% | $1,804-78.2% | $3,332-88.2% |
| Admin fee / account holder | $114 | $2,302-95.1% | $2,320-95.1% | $4,645-97.6% |