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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 | $21,793 | $153,311-85.8% | $109,313-80.1% | $273,972-92.0% |
| Participation rate | 22.2% | 80.1%-57.9pp | 71.3%-49.0pp | 83.0%-60.8pp |
| Annual return | 2.19% | 29.86%-27.7pp | 22.07%-19.9pp | 41.46%-39.3pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $461 | $3,932-88.3% | $3,166-85.4% | $5,287-91.3% |
| Admin fee / account holder | $20 | $8,076-99.8% | $5,666-99.6% | $10,133-99.8% |