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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 | $32,578 | $49,236-33.8% | $70,455-53.8% | $79,860-59.2% |
| Participation rate | 15.9% | 69.2%-53.3pp | 75.1%-59.1pp | 69.6%-53.7pp |
| Annual return | 11.71% | 30.07%-18.4pp | 109.06%-97.4pp | 31.72%-20.0pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,366 | $2,769-50.7% | $3,709-63.2% | $3,740-63.5% |
| Admin fee / account holder | $122 | $2,877-95.8% | $3,845-96.8% | $5,306-97.7% |