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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 | $12,671 | $77,920-83.7% | $149,723-91.5% | $75,177-83.1% |
| Participation rate | 64.8% | 65.6%-0.8pp | 78.8%-14.0pp | 67.2%-2.4pp |
| Annual return | 25.81% | 31.72%-5.9pp | 134.50%-108.7pp | 160.75%-134.9pp |
| Employer contribution / active EE | $1,287 | $3,138-59.0% | $4,821-73.3% | $2,671-51.8% |
| Participant deferral / active EE | $3,186 | $3,411-6.6% | $5,682-43.9% | $4,126-22.8% |
| Admin fee / account holder | $143 | $5,951-97.6% | $13,215-98.9% | $5,651-97.5% |