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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 | $36,754 | $64,719-43.2% | $112,249-67.3% | $68,486-46.3% |
| Participation rate | 51.4% | 67.2%-15.7pp | 75.1%-23.6pp | 67.9%-16.5pp |
| Annual return | -16.60% | -11.40%-5.2pp | 27.48%-44.1pp | -7.85%-8.7pp |
| Employer contribution / active EE | $2,108 | $2,747-23.3% | $3,636-42.0% | $2,597-18.8% |
| Participant deferral / active EE | $3,672 | $3,565+3.0% | $4,729-22.3% | $4,028-8.8% |
| Admin fee / account holder | $230 | $5,232-95.6% | $6,412-96.4% | $5,404-95.7% |