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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 | $54,492 | $91,179-40.2% | $178,499-69.5% | $79,852-31.8% |
| Participation rate | 31.0% | 69.2%-38.2pp | 81.9%-50.9pp | 69.6%-38.6pp |
| Annual return | 30.65% | 24.19%+6.5pp | 151.10%-120.5pp | 31.72%-1.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,496 | $3,236+69.9% | $5,202+5.7% | $3,740+46.9% |
| Admin fee / account holder | $0 | $6,749-100.0% | $13,986-100.0% | $5,306-100.0% |