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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 | $48,498 | $104,251-53.5% | $91,004-46.7% | $147,586-67.1% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 26.32% | 27.06%-0.7pp | 4.60%+21.7pp | 578.59%-552.3pp |
| Employer contribution / active EE | $1,222 | $3,116-60.8% | $2,456-50.2% | $4,876-74.9% |
| Participant deferral / active EE | $2,918 | $4,195-30.4% | $3,548-17.8% | $5,439-46.4% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |