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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 | $37,828 | $103,392-63.4% | $87,104-56.6% | $152,897-75.3% |
| Participation rate | 47.4% | 79.4%-32.0pp | 76.9%-29.5pp | 82.5%-35.1pp |
| Annual return | 29.95% | 28.10%+1.9pp | 28.19%+1.8pp | 345.43%-315.5pp |
| Employer contribution / active EE | $1,929 | $3,221-40.1% | $2,521-23.5% | $4,764-59.5% |
| Participant deferral / active EE | $3,888 | $4,778-18.6% | $4,048-4.0% | $5,851-33.6% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |