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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 | $26,306 | $76,407-65.6% | $150,298-82.5% | $82,448-68.1% |
| Participation rate | 25.0% | 66.4%-41.4pp | 77.8%-52.8pp | 68.1%-43.1pp |
| Annual return | 26.65% | 39.99%-13.3pp | 62.79%-36.1pp | 41.64%-15.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,745 | $3,214-45.7% | $5,453-68.0% | $4,139-57.8% |
| Admin fee / account holder | $50 | $6,352-99.2% | $14,116-99.6% | $7,234-99.3% |