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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 | $44,322 | $78,670-43.7% | $109,173-59.4% | $85,847-48.4% |
| Participation rate | 56.0% | 68.3%-12.3pp | 75.9%-19.9pp | 69.3%-13.3pp |
| Annual return | 12.82% | 25.09%-12.3pp | 25.75%-12.9pp | 318.61%-305.8pp |
| Employer contribution / active EE | $2,042 | $2,734-25.3% | $3,723-45.2% | $2,565-20.4% |
| Participant deferral / active EE | $4,151 | $3,467+19.7% | $4,654-10.8% | $3,952+5.0% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,755-100.0% | $6,261-100.0% |