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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 | $52,889 | $51,638+2.4% | $68,368-22.6% | $82,448-35.9% |
| Participation rate | 18.5% | 63.6%-45.1pp | 73.8%-55.2pp | 68.1%-49.5pp |
| Annual return | 24.58% | 37.53%-13.0pp | 292.57%-268.0pp | 41.64%-17.1pp |
| Employer contribution / active EE | $504 | $2,047-75.4% | $2,649-81.0% | $2,551-80.3% |
| Participant deferral / active EE | $2,716 | $2,914-6.8% | $4,123-34.1% | $4,139-34.4% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |