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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 | $40,220 | $161,352-75.1% | $134,172-70.0% | $137,256-70.7% |
| Participation rate | 45.5% | 78.3%-32.8pp | 72.5%-27.0pp | 80.0%-34.5pp |
| Annual return | 10.42% | 28.72%-18.3pp | 25.30%-14.9pp | 220.34%-209.9pp |
| Employer contribution / active EE | $1,253 | $4,099-69.4% | $3,420-63.4% | $4,156-69.9% |
| Participant deferral / active EE | $4,061 | $5,552-26.9% | $4,690-13.4% | $6,407-36.6% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |