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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 | $54,371 | $111,814-51.4% | $103,374-47.4% | $145,959-62.7% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 17.04% | 24.77%-7.7pp | 24.89%-7.8pp | 561.95%-544.9pp |
| Employer contribution / active EE | $1,480 | $4,214-64.9% | $3,869-61.7% | $4,661-68.2% |
| Participant deferral / active EE | $7,643 | $5,618+36.0% | $5,058+51.1% | $6,689+14.3% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |