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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 | $15,257 | $91,198-83.3% | $178,503-91.5% | $79,856-80.9% |
| Participation rate | 51.1% | 69.2%-18.2pp | 81.9%-30.9pp | 69.6%-18.6pp |
| Annual return | 24.44% | 24.20%+0.2pp | 151.12%-126.7pp | 31.71%-7.3pp |
| Employer contribution / active EE | $1,558 | $3,257-52.2% | $5,011-68.9% | $2,471-36.9% |
| Participant deferral / active EE | $2,669 | $3,237-17.5% | $5,202-48.7% | $3,741-28.6% |
| Admin fee / account holder | $33 | $6,748-99.5% | $13,987-99.8% | $5,306-99.4% |