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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 | $204,704 | $62,589+227.1% | $76,768+166.7% | $64,173+219.0% |
| Participation rate | 65.4% | 72.8%-7.4pp | 77.0%-11.6pp | 69.6%-4.2pp |
| Annual return | -6.68% | -1.95%-4.7pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,640 | $1,832-10.5% | $2,485-34.0% | $2,381-31.1% |
| Participant deferral / active EE | $7,744 | $3,145+146.2% | $3,852+101.1% | $3,470+123.2% |
| Admin fee / account holder | $242 | $4,667-94.8% | $6,675-96.4% | $4,887-95.1% |