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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 | $44,491 | $107,733-58.7% | $92,985-52.2% | $154,746-71.2% |
| Participation rate | 52.9% | 74.6%-21.6pp | 69.5%-16.5pp | 80.7%-27.8pp |
| Annual return | 28.72% | 30.39%-1.7pp | 27.99%+0.7pp | 172.34%-143.6pp |
| Employer contribution / active EE | $1,558 | $3,126-50.2% | $2,662-41.5% | $4,379-64.4% |
| Participant deferral / active EE | $3,363 | $5,053-33.5% | $4,377-23.2% | $6,730-50.0% |
| Admin fee / account holder | $0 | $11,369-100.0% | $9,463-100.0% | $14,365-100.0% |