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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 | $81,733 | $73,848+10.7% | $143,799-43.2% | $68,486+19.3% |
| Participation rate | 58.0% | 66.7%-8.7pp | 80.3%-22.3pp | 67.9%-9.9pp |
| Annual return | -16.06% | 0.91%-17.0pp | -0.04%-16.0pp | -7.85%-8.2pp |
| Employer contribution / active EE | $1,825 | $3,184-42.7% | $4,952-63.1% | $2,597-29.7% |
| Participant deferral / active EE | $3,035 | $3,385-10.3% | $5,638-46.2% | $4,028-24.6% |
| Admin fee / account holder | $233 | $5,755-96.0% | $14,677-98.4% | $5,404-95.7% |