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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 | $110,410-50.8% | $102,437-46.9% | $145,897-62.7% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 17.04% | 24.85%-7.8pp | 24.95%-7.9pp | 552.29%-535.2pp |
| Employer contribution / active EE | $1,480 | $4,217-64.9% | $3,871-61.8% | $4,663-68.2% |
| Participant deferral / active EE | $7,643 | $5,622+36.0% | $5,060+51.0% | $6,689+14.3% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |