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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 | $36,014 | $72,269-50.2% | $101,271-64.4% | $79,852-54.9% |
| Participation rate | 23.7% | 68.5%-44.8pp | 75.8%-52.1pp | 69.6%-46.0pp |
| Annual return | 20.73% | 22.29%-1.6pp | 46.48%-25.7pp | 31.72%-11.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $11 | $4,401-99.8% | $5,948-99.8% | $5,306-99.8% |