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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 | $13,902 | $77,920-82.2% | $149,723-90.7% | $75,177-81.5% |
| Participation rate | 67.1% | 65.6%+1.6pp | 78.8%-11.6pp | 67.2%-0.1pp |
| Annual return | 78.09% | 31.72%+46.4pp | 134.50%-56.4pp | 160.75%-82.7pp |
| Employer contribution / active EE | $2,689 | $3,138-14.3% | $4,821-44.2% | $2,671+0.7% |
| Participant deferral / active EE | $2,564 | $3,411-24.8% | $5,682-54.9% | $4,126-37.9% |
| Admin fee / account holder | $92 | $5,951-98.5% | $13,215-99.3% | $5,651-98.4% |