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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 | $45,565 | $106,247-57.1% | $96,515-52.8% | $139,466-67.3% |
| Participation rate | 46.2% | 77.8%-31.7pp | 74.3%-28.2pp | 80.3%-34.2pp |
| Annual return | 49.63% | 38.47%+11.2pp | 35.73%+13.9pp | 373.66%-324.0pp |
| Employer contribution / active EE | $1,764 | $4,106-57.0% | $3,740-52.8% | $4,754-62.9% |
| Participant deferral / active EE | $6,864 | $5,456+25.8% | $4,880+40.7% | $6,712+2.3% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |