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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 | $12,591 | $51,638-75.6% | $68,368-81.6% | $82,448-84.7% |
| Participation rate | 51.4% | 63.6%-12.3pp | 73.8%-22.4pp | 68.1%-16.7pp |
| Annual return | 18.25% | 37.53%-19.3pp | 292.57%-274.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,725 | $2,047-15.7% | $2,649-34.9% | $2,551-32.4% |
| Participant deferral / active EE | $2,658 | $2,914-8.8% | $4,123-35.5% | $4,139-35.8% |
| Admin fee / account holder | $267 | $4,643-94.2% | $5,150-94.8% | $7,234-96.3% |