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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 | $21,782 | $68,705-68.3% | $86,279-74.8% | $82,637-73.6% |
| Participation rate | 25.5% | 73.5%-48.0pp | 78.7%-53.2pp | 68.1%-42.5pp |
| Annual return | 24.47% | 16.81%+7.7pp | 30.40%-5.9pp | 53.51%-29.0pp |
| Employer contribution / active EE | $0 | $3,714-100.0% | $4,663-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,735 | $4,188-58.6% | $5,658-69.3% | $4,126-58.0% |
| Admin fee / account holder | $231 | $6,541-96.5% | $10,485-97.8% | $7,339-96.9% |