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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 | $15,393 | $77,908-80.2% | $149,696-89.7% | $75,173-79.5% |
| Participation rate | 60.0% | 65.6%-5.6pp | 78.8%-18.8pp | 67.2%-7.2pp |
| Annual return | 22.64% | 31.73%-9.1pp | 134.46%-111.8pp | 160.72%-138.1pp |
| Employer contribution / active EE | $762 | $3,138-75.7% | $4,821-84.2% | $2,671-71.5% |
| Participant deferral / active EE | $1,932 | $3,411-43.4% | $5,682-66.0% | $4,126-53.2% |
| Admin fee / account holder | $129 | $5,950-97.8% | $13,212-99.0% | $5,651-97.7% |