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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 | $51,235 | $110,379-53.6% | $102,412-50.0% | $145,884-64.9% |
| Participation rate | 38.1% | 77.9%-39.8pp | 74.5%-36.4pp | 80.3%-42.2pp |
| Annual return | 13.72% | 24.84%-11.1pp | 24.94%-11.2pp | 551.85%-538.1pp |
| Employer contribution / active EE | $2,150 | $4,216-49.0% | $3,870-44.4% | $4,662-53.9% |
| Participant deferral / active EE | $5,229 | $5,622-7.0% | $5,060+3.3% | $6,690-21.8% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |