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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 | $48,307 | $177,156-72.7% | $147,027-67.1% | $154,746-68.8% |
| Participation rate | 8.3% | 79.4%-71.0pp | 73.7%-65.4pp | 80.7%-72.4pp |
| Annual return | 41.72% | 21.94%+19.8pp | 20.23%+21.5pp | 172.34%-130.6pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,415 | $5,797-58.3% | $4,933-51.0% | $6,730-64.1% |
| Admin fee / account holder | $0 | $14,904-100.0% | $12,223-100.0% | $14,365-100.0% |