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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 | $13,736 | $51,638-73.4% | $68,368-79.9% | $82,448-83.3% |
| Participation rate | 68.8% | 63.6%+5.1pp | 73.8%-5.0pp | 68.1%+0.7pp |
| Annual return | 21.57% | 37.53%-16.0pp | 292.57%-271.0pp | 41.64%-20.1pp |
| Employer contribution / active EE | $1,988 | $2,047-2.9% | $2,649-25.0% | $2,551-22.1% |
| Participant deferral / active EE | $2,337 | $2,914-19.8% | $4,123-43.3% | $4,139-43.5% |
| Admin fee / account holder | $264 | $4,643-94.3% | $5,150-94.9% | $7,234-96.4% |