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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 | $12,947 | $49,891-74.1% | $80,607-83.9% | $75,181-82.8% |
| Participation rate | 61.3% | 55.3%+6.0pp | 67.0%-5.7pp | 67.2%-5.9pp |
| Annual return | 15.03% | 34.67%-19.6pp | 936.11%-921.1pp | 160.69%-145.7pp |
| Employer contribution / active EE | $1,252 | $1,698-26.3% | $2,724-54.1% | $2,671-53.1% |
| Participant deferral / active EE | $2,003 | $2,991-33.0% | $4,448-55.0% | $4,126-51.5% |
| Admin fee / account holder | $268 | $3,578-92.5% | $5,379-95.0% | $5,650-95.3% |