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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 | $48,231 | $113,338-57.4% | $94,993-49.2% | $147,585-67.3% |
| Participation rate | 44.4% | 78.0%-33.5pp | 73.9%-29.4pp | 82.8%-38.4pp |
| Annual return | 28.94% | 20.80%+8.1pp | 27.14%+1.8pp | 578.58%-549.6pp |
| Employer contribution / active EE | $1,238 | $3,160-60.8% | $2,603-52.4% | $4,876-74.6% |
| Participant deferral / active EE | $4,379 | $3,777+15.9% | $3,317+32.0% | $5,439-19.5% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |