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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 | $29,974 | $153,311-80.4% | $109,313-72.6% | $273,972-89.1% |
| Participation rate | 31.3% | 80.1%-48.8pp | 71.3%-40.0pp | 83.0%-51.8pp |
| Annual return | 2.08% | 29.86%-27.8pp | 22.07%-20.0pp | 41.46%-39.4pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,398 | $3,932-13.6% | $3,166+7.3% | $5,287-35.7% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |