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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 | $54,346 | $93,598-41.9% | $135,974-60.0% | $75,173-27.7% |
| Participation rate | 43.4% | 75.2%-31.8pp | 81.9%-38.5pp | 67.2%-23.8pp |
| Annual return | 20.50% | 30.89%-10.4pp | 68.30%-47.8pp | 160.72%-140.2pp |
| Employer contribution / active EE | $1,356 | $3,538-61.7% | $4,859-72.1% | $2,671-49.2% |
| Participant deferral / active EE | $3,466 | $6,405-45.9% | $7,760-55.3% | $4,126-16.0% |
| Admin fee / account holder | $0 | $6,978-100.0% | $10,767-100.0% | $5,651-100.0% |