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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 | $43,073 | $102,245-57.9% | $89,340-51.8% | $137,256-68.6% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 18.85% | 21.89%-3.0pp | 20.57%-1.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,710 | $2,529-32.4% | $2,231-23.4% | $4,156-58.9% |
| Participant deferral / active EE | $4,103 | $4,436-7.5% | $3,823+7.3% | $6,407-36.0% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |