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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 | $123,000-63.8% | $105,582-57.9% | $198,609-77.6% |
| Participation rate | 52.9% | 76.8%-23.8pp | 71.8%-18.8pp | 82.4%-29.4pp |
| Annual return | 28.72% | 18.31%+10.4pp | 18.61%+10.1pp | 202.70%-174.0pp |
| Employer contribution / active EE | $1,558 | $3,582-56.5% | $2,984-47.8% | $5,055-69.2% |
| Participant deferral / active EE | $3,363 | $5,013-32.9% | $4,353-22.8% | $6,977-51.8% |
| Admin fee / account holder | $0 | $16,254-100.0% | $12,856-100.0% | $19,030-100.0% |