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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 | $40,080 | $65,034-38.4% | $90,970-55.9% | $79,856-49.8% |
| Participation rate | 52.5% | 61.6%-9.1pp | 69.0%-16.5pp | 69.6%-17.1pp |
| Annual return | 18.66% | 30.45%-11.8pp | 134.60%-115.9pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,709 | $1,247+37.0% | $2,122-19.5% | $2,471-30.9% |
| Participant deferral / active EE | $3,383 | $2,512+34.7% | $3,373+0.3% | $3,741-9.5% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,961-100.0% | $5,306-100.0% |