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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 | $48,089 | $107,015-55.1% | $73,545-34.6% | $147,585-67.4% |
| Participation rate | 33.3% | 66.4%-33.0pp | 54.9%-21.6pp | 82.8%-49.5pp |
| Annual return | 34.65% | 38.25%-3.6pp | -15.16%+49.8pp | 578.58%-543.9pp |
| Employer contribution / active EE | $1,844 | $1,760+4.8% | $1,219+51.3% | $4,876-62.2% |
| Participant deferral / active EE | $5,198 | $2,462+111.2% | $1,806+187.8% | $5,439-4.4% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |