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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 | $67,036 | $83,898-20.1% | $133,346-49.7% | $94,015-28.7% |
| Participation rate | 18.8% | 63.4%-44.6pp | 72.8%-54.1pp | 70.8%-52.1pp |
| Annual return | 15.11% | 16.00%-0.9pp | 36.85%-21.7pp | 17.84%-2.7pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,068 | $3,245-36.3% | $4,332-52.3% | $4,249-51.3% |
| Admin fee / account holder | $59 | $7,809-99.2% | $14,264-99.6% | $8,951-99.3% |