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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 | $21,684 | $95,383-77.3% | $185,837-88.3% | $85,856-74.7% |
| Participation rate | 68.2% | 68.8%-0.6pp | 81.7%-13.5pp | 69.3%-1.1pp |
| Annual return | 19.54% | 23.59%-4.0pp | 122.08%-102.5pp | 318.58%-299.0pp |
| Employer contribution / active EE | $2,590 | $3,313-21.8% | $5,168-49.9% | $2,565+0.9% |
| Participant deferral / active EE | $2,692 | $3,423-21.4% | $5,568-51.7% | $3,952-31.9% |
| Admin fee / account holder | $139 | $7,213-98.1% | $16,241-99.1% | $6,261-97.8% |