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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 | $40,339 | $45,872-12.1% | $77,081-47.7% | $68,495-41.1% |
| Participation rate | 68.0% | 55.9%+12.1pp | 67.9%+0.1pp | 67.9%+0.1pp |
| Annual return | -17.19% | 1.73%-18.9pp | 42.33%-59.5pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,169 | $1,650-29.1% | $2,813-58.5% | $2,596-55.0% |
| Participant deferral / active EE | $3,134 | $2,963+5.8% | $4,428-29.2% | $4,028-22.2% |
| Admin fee / account holder | $160 | $3,041-94.7% | $5,427-97.1% | $5,403-97.0% |