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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 | $78,690-66.6% | $161,489-83.7% | $87,485-69.9% |
| Participation rate | 25.0% | 67.5%-42.5pp | 78.7%-53.7pp | 68.9%-43.9pp |
| Annual return | 26.65% | 32.74%-6.1pp | 89.72%-63.1pp | 26.06%+0.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,745 | $3,311-47.3% | $5,630-69.0% | $4,274-59.2% |
| Admin fee / account holder | $50 | $6,724-99.3% | $16,006-99.7% | $7,775-99.4% |