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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 | $23,754 | $43,344-45.2% | $59,899-60.3% | $64,173-63.0% |
| Participation rate | 30.8% | 69.2%-38.4pp | 74.7%-43.9pp | 69.6%-38.8pp |
| Annual return | 10.96% | -1.55%+12.5pp | 3.46%+7.5pp | 7.63%+3.3pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,241 | $2,547-51.3% | $3,402-63.5% | $3,470-64.2% |
| Admin fee / account holder | $110 | $3,008-96.3% | $3,592-96.9% | $4,887-97.7% |