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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 | $59,665 | $110,212-45.9% | $96,534-38.2% | $139,466-57.2% |
| Participation rate | 47.4% | 78.1%-30.8pp | 76.0%-28.6pp | 80.3%-33.0pp |
| Annual return | 21.79% | 26.42%-4.6pp | 25.88%-4.1pp | 373.66%-351.9pp |
| Employer contribution / active EE | $1,878 | $3,620-48.1% | $2,965-36.7% | $4,754-60.5% |
| Participant deferral / active EE | $2,802 | $5,547-49.5% | $4,851-42.2% | $6,712-58.3% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |