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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 | $73,787-9.1% | $98,716-32.1% | $82,448-18.7% |
| Participation rate | 18.8% | 61.4%-42.7pp | 69.3%-50.5pp | 68.1%-49.3pp |
| Annual return | 15.11% | 18.57%-3.5pp | 31.81%-16.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,068 | $3,081-32.9% | $4,048-48.9% | $4,139-50.0% |
| Admin fee / account holder | $59 | $6,500-99.1% | $8,703-99.3% | $7,234-99.2% |