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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 | $72,310 | $91,559-21.0% | $133,971-46.0% | $79,852-9.4% |
| Participation rate | 39.2% | 73.3%-34.1pp | 79.8%-40.6pp | 69.6%-30.4pp |
| Annual return | 43.62% | 61.85%-18.2pp | 45.09%-1.5pp | 31.72%+11.9pp |
| Employer contribution / active EE | $1,860 | $2,384-22.0% | $3,919-52.5% | $2,471-24.7% |
| Participant deferral / active EE | $3,886 | $3,734+4.1% | $5,047-23.0% | $3,740+3.9% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,929-100.0% | $5,306-100.0% |