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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 | $36,221 | $96,558-62.5% | $80,977-55.3% | $273,972-86.8% |
| Participation rate | 52.6% | 79.1%-26.5pp | 75.8%-23.2pp | 83.0%-30.4pp |
| Annual return | 7.75% | 15.14%-7.4pp | 17.11%-9.4pp | 41.46%-33.7pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,185 | $6,598-66.9% | $5,696-61.6% | $5,287-58.7% |
| Admin fee / account holder | $20 | $7,493-99.7% | $5,517-99.6% | $10,133-99.8% |