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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 | $11,329 | $77,901-85.5% | $149,717-92.4% | $75,181-84.9% |
| Participation rate | 64.9% | 65.6%-0.7pp | 78.8%-13.9pp | 67.2%-2.3pp |
| Annual return | 24.99% | 31.73%-6.7pp | 134.41%-109.4pp | 160.69%-135.7pp |
| Employer contribution / active EE | $1,765 | $3,137-43.7% | $4,820-63.4% | $2,671-33.9% |
| Participant deferral / active EE | $1,861 | $3,411-45.5% | $5,682-67.3% | $4,126-54.9% |
| Admin fee / account holder | $183 | $5,949-96.9% | $13,213-98.6% | $5,650-96.8% |