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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 | $26,695 | $43,344-38.4% | $59,899-55.4% | $64,173-58.4% |
| Participation rate | 40.0% | 69.2%-29.2pp | 74.7%-34.7pp | 69.6%-29.6pp |
| Annual return | 8.56% | -1.55%+10.1pp | 3.46%+5.1pp | 7.63%+0.9pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,434 | $2,547-43.7% | $3,402-57.9% | $3,470-58.7% |
| Admin fee / account holder | $140 | $3,008-95.4% | $3,592-96.1% | $4,887-97.1% |