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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 | $23,323 | $45,872-49.2% | $77,100-69.7% | $68,490-65.9% |
| Participation rate | 58.8% | 55.9%+2.9pp | 67.9%-9.1pp | 67.9%-9.1pp |
| Annual return | -18.40% | 1.73%-20.1pp | 42.35%-60.8pp | -7.85%-10.5pp |
| Employer contribution / active EE | $1,400 | $1,650-15.1% | $2,815-50.3% | $2,597-46.1% |
| Participant deferral / active EE | $2,335 | $2,963-21.2% | $4,430-47.3% | $4,028-42.0% |
| Admin fee / account holder | $15 | $3,041-99.5% | $5,443-99.7% | $5,403-99.7% |