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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 | $80,853 | $81,504-0.8% | $102,437-21.1% | $80,959-0.1% |
| Participation rate | 6.7% | 66.9%-60.2pp | 74.5%-67.8pp | 67.7%-61.0pp |
| Annual return | 13.82% | 25.60%-11.8pp | 24.95%-11.1pp | 35.67%-21.8pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,760 | $3,871-54.5% | $5,060-65.2% | $4,300-59.1% |
| Admin fee / account holder | $20 | $6,719-99.7% | $8,388-99.8% | $6,925-99.7% |