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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 | $37,935 | $85,171-55.5% | $172,753-78.0% | $72,976-48.0% |
| Participation rate | 54.5% | 70.1%-15.5pp | 82.6%-28.1pp | 69.5%-14.9pp |
| Annual return | 24.60% | 27.32%-2.7pp | 803.00%-778.4pp | 81.02%-56.4pp |
| Employer contribution / active EE | $1,487 | $3,324-55.3% | $5,144-71.1% | $2,440-39.0% |
| Participant deferral / active EE | $3,449 | $3,260+5.8% | $5,198-33.6% | $3,608-4.4% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,956-100.0% | $5,124-100.0% |