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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 | $28,568 | $81,476-64.9% | $102,383-72.1% | $80,925-64.7% |
| Participation rate | 3.6% | 66.8%-63.3pp | 74.5%-70.9pp | 67.7%-64.1pp |
| Annual return | 15.05% | 25.59%-10.5pp | 24.94%-9.9pp | 35.65%-20.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $170 | $6,717-97.5% | $8,391-98.0% | $6,940-97.6% |