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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 | $61,043 | $89,367-31.7% | $141,191-56.8% | $72,975-16.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.5%-32.5pp | 69.5%-19.5pp |
| Annual return | 21.21% | 111.87%-90.7pp | 71.41%-50.2pp | 81.01%-59.8pp |
| Employer contribution / active EE | $1,686 | $3,115-45.9% | $4,736-64.4% | $2,440-30.9% |
| Participant deferral / active EE | $4,867 | $5,419-10.2% | $6,710-27.5% | $3,608+34.9% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,264-100.0% | $5,124-100.0% |