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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 | $37,575 | $46,534-19.3% | $64,097-41.4% | $75,177-50.0% |
| Participation rate | 39.3% | 65.9%-26.7pp | 72.3%-33.0pp | 67.2%-27.9pp |
| Annual return | 42.89% | 26.07%+16.8pp | 33.75%+9.1pp | 160.75%-117.9pp |
| Employer contribution / active EE | $1,025 | $1,976-48.1% | $2,750-62.7% | $2,671-61.6% |
| Participant deferral / active EE | $1,721 | $2,835-39.3% | $3,881-55.7% | $4,126-58.3% |
| Admin fee / account holder | $0 | $2,957-100.0% | $3,070-100.0% | $5,651-100.0% |