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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 | $48,969 | $43,730+12.0% | $121,220-59.6% | $64,173-23.7% |
| Participation rate | 31.3% | 58.3%-27.1pp | 71.8%-40.5pp | 69.6%-38.3pp |
| Annual return | 12.13% | 68.94%-56.8pp | 16.94%-4.8pp | 7.63%+4.5pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,010 | $2,281-55.7% | $3,345-69.8% | $3,470-70.9% |
| Admin fee / account holder | $29 | $3,502-99.2% | $5,021-99.4% | $4,887-99.4% |