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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 | $47,891 | $103,957-53.9% | $69,182-30.8% | $273,965-82.5% |
| Participation rate | 20.0% | 67.4%-47.4pp | 55.1%-35.1pp | 83.0%-63.0pp |
| Annual return | 18.93% | 35.28%-16.4pp | -21.94%+40.9pp | 41.45%-22.5pp |
| Employer contribution / active EE | $1,774 | $1,781-0.4% | $1,205+47.2% | $4,869-63.6% |
| Participant deferral / active EE | $4,499 | $2,716+65.7% | $1,896+137.2% | $5,287-14.9% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |