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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 | $44,565 | $84,236-47.1% | $170,435-73.9% | $70,126-36.5% |
| Participation rate | 64.8% | 70.8%-6.0pp | 83.6%-18.8pp | 69.5%-4.7pp |
| Annual return | 22.28% | 23.06%-0.8pp | 205.94%-183.7pp | 73.15%-50.9pp |
| Employer contribution / active EE | $3,031 | $3,387-10.5% | $5,432-44.2% | $2,343+29.4% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $97 | $5,698-98.3% | $13,881-99.3% | $4,645-97.9% |