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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 | $12,478 | $48,053-74.0% | $84,628-85.3% | $72,975-82.9% |
| Participation rate | 61.9% | 57.6%+4.3pp | 68.2%-6.3pp | 69.5%-7.6pp |
| Annual return | 31.27% | 37.39%-6.1pp | 258.80%-227.5pp | 81.01%-49.7pp |
| Employer contribution / active EE | $1,627 | $1,602+1.5% | $2,653-38.7% | $2,440-33.3% |
| Participant deferral / active EE | $2,606 | $2,681-2.8% | $3,900-33.2% | $3,608-27.8% |
| Admin fee / account holder | $186 | $3,395-94.5% | $4,914-96.2% | $5,124-96.4% |