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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 | $35,231 | $65,367-46.1% | $92,915-62.1% | $72,976-51.7% |
| Participation rate | 45.2% | 68.3%-23.1pp | 76.0%-30.8pp | 69.5%-24.3pp |
| Annual return | 25.57% | 42.11%-16.5pp | 109.45%-83.9pp | 81.02%-55.4pp |
| Employer contribution / active EE | $1,345 | $2,594-48.1% | $3,653-63.2% | $2,440-44.9% |
| Participant deferral / active EE | $2,764 | $3,128-11.7% | $4,238-34.8% | $3,608-23.4% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,796-100.0% | $5,124-100.0% |