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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 | $25,059 | $46,697-46.3% | $117,529-78.7% | $68,490-63.4% |
| Participation rate | 57.8% | 56.8%+1.1pp | 70.6%-12.8pp | 67.9%-10.1pp |
| Annual return | -10.00% | -14.52%+4.5pp | 29.77%-39.8pp | -7.85%-2.1pp |
| Employer contribution / active EE | $785 | $1,506-47.8% | $4,179-81.2% | $2,597-69.8% |
| Participant deferral / active EE | $2,623 | $2,637-0.5% | $4,072-35.6% | $4,028-34.9% |
| Admin fee / account holder | $160 | $4,023-96.0% | $5,645-97.2% | $5,403-97.0% |