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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 | $6,087 | $36,948-83.5% | $73,658-91.7% | $87,485-93.0% |
| Participation rate | 3.1% | 46.8%-43.7pp | 57.0%-54.0pp | 68.9%-65.9pp |
| Annual return | 16.33% | 28.64%-12.3pp | 29.72%-13.4pp | 26.06%-9.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $1,379-100.0% | $2,062-100.0% | $4,274-100.0% |
| Admin fee / account holder | $25 | $2,531-99.0% | $3,357-99.3% | $7,775-99.7% |