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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 | $32,395 | $102,609-68.4% | $98,090-67.0% | $138,895-76.7% |
| Participation rate | 42.9% | 82.8%-39.9pp | 81.5%-38.7pp | 79.9%-37.1pp |
| Annual return | 22.14% | 36.44%-14.3pp | 37.05%-14.9pp | 145.39%-123.3pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,195 | $8,167-60.9% | $7,845-59.3% | $6,396-50.0% |
| Admin fee / account holder | $292 | $11,434-97.4% | $11,815-97.5% | $12,562-97.7% |