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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 | $48,233 | $54,541-11.6% | $78,778-38.8% | $70,126-31.2% |
| Participation rate | 21.2% | 60.8%-39.6pp | 69.2%-48.0pp | 69.5%-48.3pp |
| Annual return | 136.54% | 21.07%+115.5pp | 35.62%+100.9pp | 73.15%+63.4pp |
| Employer contribution / active EE | $435 | $1,089-60.1% | $1,986-78.1% | $2,343-81.4% |
| Participant deferral / active EE | $1,800 | $2,210-18.6% | $2,958-39.2% | $3,332-46.0% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |