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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 | $27,922 | $110,410-74.7% | $102,437-72.7% | $145,897-80.9% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.8pp |
| Annual return | 19.85% | 24.85%-5.0pp | 24.95%-5.1pp | 552.29%-532.4pp |
| Employer contribution / active EE | $1,019 | $4,217-75.8% | $3,871-73.7% | $4,663-78.1% |
| Participant deferral / active EE | $4,725 | $5,622-15.9% | $5,060-6.6% | $6,689-29.4% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |