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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 | $27,898 | $53,774-48.1% | $134,162-79.2% | $79,852-65.1% |
| Participation rate | 34.5% | 58.8%-24.3pp | 72.2%-37.7pp | 69.6%-35.2pp |
| Annual return | 18.25% | 19.01%-0.8pp | 36.35%-18.1pp | 31.72%-13.5pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,384 | $2,420-1.5% | $3,500-31.9% | $3,740-36.3% |
| Admin fee / account holder | $50 | $3,985-98.7% | $6,685-99.3% | $5,306-99.1% |