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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 | $35,254 | $39,132-9.9% | $57,196-38.4% | $62,881-43.9% |
| Participation rate | 32.7% | 70.5%-37.8pp | 75.3%-42.6pp | 69.3%-36.6pp |
| Annual return | 6.01% | 9.24%-3.2pp | 14.59%-8.6pp | 20.14%-14.1pp |
| Employer contribution / active EE | $394 | $1,874-79.0% | $2,683-85.3% | $2,281-82.7% |
| Participant deferral / active EE | $1,048 | $2,374-55.8% | $3,096-66.1% | $3,203-67.3% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |