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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 | $38,994 | $57,541-32.2% | $95,728-59.3% | $75,181-48.1% |
| Participation rate | 17.5% | 62.5%-45.0pp | 72.3%-54.8pp | 67.2%-49.7pp |
| Annual return | 27.52% | 34.93%-7.4pp | 28.40%-0.9pp | 160.69%-133.2pp |
| Employer contribution / active EE | $663 | $1,808-63.3% | $2,835-76.6% | $2,671-75.2% |
| Participant deferral / active EE | $2,320 | $3,074-24.5% | $4,245-45.3% | $4,126-43.8% |
| Admin fee / account holder | $0 | $4,099-100.0% | $5,673-100.0% | $5,650-100.0% |