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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 | $57,781 | $48,053+20.2% | $84,628-31.7% | $72,975-20.8% |
| Participation rate | 48.0% | 57.6%-9.6pp | 68.2%-20.2pp | 69.5%-21.5pp |
| Annual return | 19.55% | 37.39%-17.8pp | 258.80%-239.2pp | 81.01%-61.5pp |
| Employer contribution / active EE | $1,214 | $1,602-24.2% | $2,653-54.3% | $2,440-50.3% |
| Participant deferral / active EE | $2,427 | $2,681-9.5% | $3,900-37.8% | $3,608-32.7% |
| Admin fee / account holder | $0 | $3,395-100.0% | $4,914-100.0% | $5,124-100.0% |