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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 | $45,310 | $75,962-40.4% | $154,108-70.6% | $64,173-29.4% |
| Participation rate | 64.7% | 70.4%-5.7pp | 83.0%-18.3pp | 69.6%-4.9pp |
| Annual return | 3.80% | 30.32%-26.5pp | 735.21%-731.4pp | 7.63%-3.8pp |
| Employer contribution / active EE | $2,182 | $3,350-34.9% | $5,298-58.8% | $2,381-8.4% |
| Participant deferral / active EE | $4,422 | $3,175+39.3% | $5,081-13.0% | $3,470+27.4% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |