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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 | $56,299 | $113,338-50.3% | $94,993-40.7% | $147,586-61.9% |
| Participation rate | 42.9% | 78.0%-35.1pp | 73.9%-31.0pp | 82.8%-40.0pp |
| Annual return | 19.31% | 20.80%-1.5pp | 27.14%-7.8pp | 578.59%-559.3pp |
| Employer contribution / active EE | $1,518 | $3,160-52.0% | $2,603-41.7% | $4,876-68.9% |
| Participant deferral / active EE | $3,783 | $3,777+0.2% | $3,317+14.1% | $5,439-30.4% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |