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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 | $41,595 | $124,314-66.5% | $109,163-61.9% | $167,518-75.2% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 16.18% | 26.04%-9.9pp | 25.75%-9.6pp | 478.71%-462.5pp |
| Employer contribution / active EE | $1,936 | $4,209-54.0% | $3,723-48.0% | $4,838-60.0% |
| Participant deferral / active EE | $6,220 | $5,256+18.3% | $4,654+33.6% | $6,342-1.9% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |