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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 | $23,622 | $68,880-65.7% | $120,580-80.4% | $80,959-70.8% |
| Participation rate | 55.9% | 61.7%-5.8pp | 72.0%-16.1pp | 67.7%-11.8pp |
| Annual return | 20.51% | 23.68%-3.2pp | 107.48%-87.0pp | 35.67%-15.2pp |
| Employer contribution / active EE | $1,685 | $2,066-18.5% | $3,469-51.4% | $2,757-38.9% |
| Participant deferral / active EE | $2,312 | $3,191-27.5% | $4,995-53.7% | $4,300-46.2% |
| Admin fee / account holder | $0 | $5,785-100.0% | $9,418-100.0% | $6,925-100.0% |