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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 | $59,137 | $78,707-24.9% | $117,861-49.8% | $70,126-15.7% |
| Participation rate | 48.3% | 73.2%-24.9pp | 79.7%-31.3pp | 69.5%-21.2pp |
| Annual return | 16.76% | 23.30%-6.5pp | 335.11%-318.3pp | 73.15%-56.4pp |
| Employer contribution / active EE | $1,060 | $2,223-52.3% | $3,786-72.0% | $2,343-54.7% |
| Participant deferral / active EE | $1,768 | $3,297-46.4% | $4,482-60.6% | $3,332-46.9% |
| Admin fee / account holder | $0 | $5,066-100.0% | $8,021-100.0% | $4,645-100.0% |