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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 | $65,058 | $99,032-34.3% | $80,022-18.7% | $135,380-51.9% |
| Participation rate | 62.5% | 78.4%-15.9pp | 75.8%-13.3pp | 82.6%-20.1pp |
| Annual return | 19.04% | 15.39%+3.7pp | 11.22%+7.8pp | 519.81%-500.8pp |
| Employer contribution / active EE | $1,339 | $3,043-56.0% | $2,468-45.7% | $4,779-72.0% |
| Participant deferral / active EE | $3,240 | $4,282-24.3% | $3,686-12.1% | $5,609-42.2% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |