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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 | $55,525 | $91,037-39.0% | $71,671-22.5% | $147,586-62.4% |
| Participation rate | 63.6% | 76.1%-12.5pp | 68.7%-5.1pp | 82.8%-19.2pp |
| Annual return | 21.57% | 20.48%+1.1pp | 20.65%+0.9pp | 578.59%-557.0pp |
| Employer contribution / active EE | $1,380 | $3,327-58.5% | $2,460-43.9% | $4,876-71.7% |
| Participant deferral / active EE | $5,770 | $4,498+28.3% | $3,438+67.8% | $5,439+6.1% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |