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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 | $47,846 | $42,383+12.9% | $76,518-37.5% | $64,173-25.4% |
| Participation rate | 48.1% | 58.1%-10.0pp | 68.0%-19.9pp | 69.6%-21.4pp |
| Annual return | -6.96% | -16.54%+9.6pp | -0.27%-6.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,509 | $1,563-3.5% | $2,647-43.0% | $2,381-36.6% |
| Participant deferral / active EE | $2,434 | $2,566-5.2% | $3,836-36.5% | $3,470-29.8% |
| Admin fee / account holder | $12 | $3,198-99.6% | $4,849-99.8% | $4,887-99.8% |