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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 | $45,250 | $87,546-48.3% | $75,784-40.3% | $125,389-63.9% |
| Participation rate | 52.6% | 80.2%-27.5pp | 75.8%-23.2pp | 83.2%-30.6pp |
| Annual return | 0.25% | 13.49%-13.2pp | 9.68%-9.4pp | 282.24%-282.0pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,107 | $4,230-73.8% | $3,652-69.7% | $5,352-79.3% |
| Admin fee / account holder | $67 | $6,503-99.0% | $5,300-98.7% | $9,541-99.3% |