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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 | $57,805 | $116,203-50.3% | $93,621-38.3% | $152,897-62.2% |
| Participation rate | 52.9% | 78.1%-25.1pp | 75.8%-22.9pp | 82.5%-29.5pp |
| Annual return | 34.22% | 35.96%-1.7pp | 32.76%+1.5pp | 345.43%-311.2pp |
| Employer contribution / active EE | $1,588 | $3,219-50.7% | $2,719-41.6% | $4,764-66.7% |
| Participant deferral / active EE | $5,306 | $4,605+15.2% | $4,070+30.4% | $5,851-9.3% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |