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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 | $43,432 | $89,370-51.4% | $141,197-69.2% | $72,976-40.5% |
| Participation rate | 65.2% | 75.1%-9.9pp | 82.5%-17.3pp | 69.5%-4.3pp |
| Annual return | 24.09% | 111.88%-87.8pp | 71.41%-47.3pp | 81.02%-56.9pp |
| Employer contribution / active EE | $1,726 | $3,115-44.6% | $4,736-63.5% | $2,440-29.2% |
| Participant deferral / active EE | $2,780 | $5,419-48.7% | $6,710-58.6% | $3,608-22.9% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,265-100.0% | $5,124-100.0% |