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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 | $45,037 | $98,240-54.2% | $82,313-45.3% | $147,585-69.5% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 18.07% | 30.85%-12.8pp | 25.88%-7.8pp | 578.58%-560.5pp |
| Employer contribution / active EE | $1,454 | $3,192-54.5% | $2,428-40.1% | $4,876-70.2% |
| Participant deferral / active EE | $2,892 | $4,383-34.0% | $3,706-22.0% | $5,439-46.8% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |