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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 | $50,974 | $42,910+18.8% | $60,919-16.3% | $68,490-25.6% |
| Participation rate | 65.6% | 66.8%-1.1pp | 73.1%-7.5pp | 67.9%-2.3pp |
| Annual return | -15.79% | -13.99%-1.8pp | 16.96%-32.8pp | -7.85%-7.9pp |
| Employer contribution / active EE | $3,792 | $1,978+91.7% | $2,704+40.3% | $2,597+46.0% |
| Participant deferral / active EE | $3,480 | $2,866+21.4% | $3,814-8.8% | $4,028-13.6% |
| Admin fee / account holder | $285 | $3,104-90.8% | $3,228-91.2% | $5,403-94.7% |