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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 | $63,141 | $53,162+18.8% | $91,227-30.8% | $68,490-7.8% |
| Participation rate | 36.7% | 63.2%-26.5pp | 73.2%-36.5pp | 67.9%-31.2pp |
| Annual return | -18.00% | -3.14%-14.9pp | 114.14%-132.1pp | -7.85%-10.1pp |
| Employer contribution / active EE | $670 | $1,709-60.8% | $2,851-76.5% | $2,597-74.2% |
| Participant deferral / active EE | $2,185 | $2,974-26.5% | $4,234-48.4% | $4,028-45.8% |
| Admin fee / account holder | $189 | $4,493-95.8% | $5,423-96.5% | $5,403-96.5% |