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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 | $46,389 | $99,985-53.6% | $146,674-68.4% | $85,854-46.0% |
| Participation rate | 55.7% | 73.1%-17.3pp | 80.1%-24.4pp | 69.3%-13.6pp |
| Annual return | 19.14% | 18.93%+0.2pp | 22.75%-3.6pp | 318.56%-299.4pp |
| Employer contribution / active EE | $1,744 | $2,559-31.8% | $4,137-57.8% | $2,565-32.0% |
| Participant deferral / active EE | $4,676 | $4,006+16.7% | $5,506-15.1% | $3,952+18.3% |
| Admin fee / account holder | $0 | $7,702-100.0% | $10,280-100.0% | $6,260-100.0% |