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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 | $58,054 | $64,462-9.9% | $81,482-28.8% | $80,911-28.2% |
| Participation rate | 17.6% | 63.9%-46.2pp | 69.5%-51.9pp | 67.6%-50.0pp |
| Annual return | 11.23% | 16.35%-5.1pp | 24.79%-13.6pp | 35.63%-24.4pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,094-100.0% | $3,885-100.0% | $4,297-100.0% |
| Admin fee / account holder | $153 | $5,678-97.3% | $5,761-97.3% | $6,935-97.8% |