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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 | $51,223 | $58,493-12.4% | $84,023-39.0% | $72,976-29.8% |
| Participation rate | 17.2% | 61.2%-44.0pp | 69.0%-51.8pp | 69.5%-52.2pp |
| Annual return | 33.98% | 28.93%+5.0pp | 71.32%-37.3pp | 81.02%-47.0pp |
| Employer contribution / active EE | $493 | $1,163-57.6% | $1,984-75.1% | $2,440-79.8% |
| Participant deferral / active EE | $2,160 | $2,394-9.8% | $3,239-33.3% | $3,608-40.1% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,102-100.0% | $5,124-100.0% |