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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 | $15,936 | $114,013-86.0% | $103,693-84.6% | $155,188-89.7% |
| Participation rate | 53.8% | 75.2%-21.4pp | 72.6%-18.8pp | 80.8%-27.0pp |
| Annual return | 24.11% | 49.31%-25.2pp | 47.61%-23.5pp | 148.84%-124.7pp |
| Employer contribution / active EE | $1,535 | $3,131-51.0% | $2,920-47.4% | $4,248-63.9% |
| Participant deferral / active EE | $4,243 | $4,970-14.6% | $4,579-7.3% | $6,531-35.0% |
| Admin fee / account holder | $85 | $8,407-99.0% | $7,858-98.9% | $14,480-99.4% |