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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 | $123,363 | $56,339+119.0% | $104,299+18.3% | $68,490+80.1% |
| Participation rate | 28.6% | 63.3%-34.7pp | 73.3%-44.7pp | 67.9%-39.3pp |
| Annual return | -14.02% | -9.19%-4.8pp | 24.62%-38.6pp | -7.85%-6.2pp |
| Employer contribution / active EE | $1,393 | $1,960-28.9% | $3,373-58.7% | $2,597-46.4% |
| Participant deferral / active EE | $3,324 | $3,077+8.0% | $4,626-28.1% | $4,028-17.5% |
| Admin fee / account holder | $172 | $4,902-96.5% | $7,339-97.7% | $5,403-96.8% |