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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 | $52,546 | $108,911-51.8% | $100,392-47.7% | $145,884-64.0% |
| Participation rate | 43.8% | 83.0%-39.2pp | 81.5%-37.8pp | 80.3%-36.6pp |
| Annual return | 15.91% | 58.23%-42.3pp | 49.45%-33.5pp | 551.85%-535.9pp |
| Employer contribution / active EE | $1,759 | $4,420-60.2% | $3,941-55.4% | $4,662-62.3% |
| Participant deferral / active EE | $2,754 | $8,459-67.4% | $8,090-66.0% | $6,690-58.8% |
| Admin fee / account holder | $5 | $9,698-100.0% | $7,904-99.9% | $13,392-100.0% |