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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 | $57,524 | $102,638-44.0% | $81,982-29.8% | $158,982-63.8% |
| Participation rate | 45.5% | 75.5%-30.1pp | 69.3%-23.8pp | 82.0%-36.5pp |
| Annual return | 21.34% | 61.05%-39.7pp | 41.31%-20.0pp | 302.99%-281.7pp |
| Employer contribution / active EE | $1,796 | $3,241-44.6% | $2,498-28.1% | $4,763-62.3% |
| Participant deferral / active EE | $6,335 | $4,649+36.3% | $3,722+70.2% | $5,983+5.9% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,252-100.0% |