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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 | $30,270 | $53,128-43.0% | $86,582-65.0% | $70,126-56.8% |
| Participation rate | 40.0% | 65.3%-25.3pp | 73.5%-33.5pp | 69.5%-29.5pp |
| Annual return | 20.32% | 27.66%-7.3pp | 965.08%-944.8pp | 73.15%-52.8pp |
| Employer contribution / active EE | $1,175 | $2,068-43.2% | $2,839-58.6% | $2,343-49.8% |
| Participant deferral / active EE | $2,584 | $2,695-4.1% | $3,609-28.4% | $3,332-22.4% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |