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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 | $52,141 | $65,395-20.3% | $182,540-71.4% | $72,975-28.6% |
| Participation rate | 58.5% | 65.4%-6.9pp | 78.0%-19.4pp | 69.5%-11.0pp |
| Annual return | 19.13% | 27.68%-8.6pp | 148.58%-129.4pp | 81.01%-61.9pp |
| Employer contribution / active EE | $1,526 | $1,911-20.1% | $4,076-62.6% | $2,440-37.5% |
| Participant deferral / active EE | $2,857 | $3,563-19.8% | $5,525-48.3% | $3,608-20.8% |
| Admin fee / account holder | $0 | $4,245-100.0% | $8,593-100.0% | $5,124-100.0% |