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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 | $31,531 | $131,835-76.1% | $108,582-71.0% | $273,972-88.5% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.6%-46.2pp | 83.0%-49.7pp |
| Annual return | 11.81% | -91.57%+103.4pp | -51.70%+63.5pp | 41.46%-29.6pp |
| Employer contribution / active EE | $1,499 | $4,913-69.5% | $3,758-60.1% | $4,869-69.2% |
| Participant deferral / active EE | $4,647 | $5,127-9.4% | $4,311+7.8% | $5,287-12.1% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |