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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 | $44,242 | $162,821-72.8% | $133,978-67.0% | $158,982-72.2% |
| Participation rate | 57.1% | 83.2%-26.1pp | 79.8%-22.7pp | 82.0%-24.8pp |
| Annual return | 15.73% | 41.95%-26.2pp | 45.10%-29.4pp | 302.99%-287.3pp |
| Employer contribution / active EE | $1,312 | $4,976-73.6% | $3,919-66.5% | $4,763-72.5% |
| Participant deferral / active EE | $3,631 | $5,910-38.6% | $5,047-28.1% | $5,983-39.3% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |