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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 | $42,670 | $161,352-73.6% | $134,172-68.2% | $137,256-68.9% |
| Participation rate | 62.5% | 78.3%-15.8pp | 72.5%-10.0pp | 80.0%-17.5pp |
| Annual return | 19.63% | 28.72%-9.1pp | 25.30%-5.7pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,381 | $4,099-66.3% | $3,420-59.6% | $4,156-66.8% |
| Participant deferral / active EE | $2,766 | $5,552-50.2% | $4,690-41.0% | $6,407-56.8% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |