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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 | $47,429 | $90,486-47.6% | $78,676-39.7% | $273,972-82.7% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 15.12% | 75.62%-60.5pp | 62.19%-47.1pp | 41.46%-26.3pp |
| Employer contribution / active EE | $3,529 | $3,175+11.1% | $2,850+23.8% | $4,869-27.5% |
| Participant deferral / active EE | $9,000 | $3,901+130.7% | $3,517+155.9% | $5,287+70.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |