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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 | $26,502 | $112,729-76.5% | $98,716-73.2% | $137,256-80.7% |
| Participation rate | 52.9% | 74.2%-21.3pp | 69.3%-16.4pp | 80.0%-27.0pp |
| Annual return | 21.87% | 38.48%-16.6pp | 31.81%-9.9pp | 220.34%-198.5pp |
| Employer contribution / active EE | $1,429 | $2,725-47.6% | $2,279-37.3% | $4,156-65.6% |
| Participant deferral / active EE | $1,951 | $4,640-58.0% | $4,048-51.8% | $6,407-69.5% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |