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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 | $13,654 | $57,073-76.1% | $85,126-84.0% | $80,925-83.1% |
| Participation rate | 34.8% | 56.4%-21.6pp | 67.5%-32.7pp | 67.7%-32.9pp |
| Annual return | 12.36% | 21.69%-9.3pp | 66.63%-54.3pp | 35.65%-23.3pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,014 | $3,113-67.4% | $4,523-77.6% | $4,299-76.4% |
| Admin fee / account holder | $169 | $4,988-96.6% | $6,160-97.3% | $6,940-97.6% |