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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 | $71,221 | $62,586+13.8% | $76,766-7.2% | $64,181+11.0% |
| Participation rate | 36.4% | 72.8%-36.5pp | 77.0%-40.6pp | 69.6%-33.2pp |
| Annual return | -5.04% | -1.95%-3.1pp | 2.43%-7.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,688 | $3,145-46.3% | $3,851-56.2% | $3,470-51.3% |
| Admin fee / account holder | $9 | $4,667-99.8% | $6,675-99.9% | $4,887-99.8% |