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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 | $20,799 | $101,063-79.4% | $81,473-74.5% | $147,586-85.9% |
| Participation rate | 38.5% | 74.5%-36.0pp | 68.0%-29.5pp | 82.8%-44.4pp |
| Annual return | 27.01% | 32.41%-5.4pp | 38.78%-11.8pp | 578.59%-551.6pp |
| Employer contribution / active EE | $1,305 | $3,206-59.3% | $2,568-49.2% | $4,876-73.2% |
| Participant deferral / active EE | $5,361 | $4,242+26.4% | $3,537+51.6% | $5,439-1.4% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |