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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 | $83,392 | $64,729+28.8% | $112,263-25.7% | $68,490+21.8% |
| Participation rate | 31.6% | 67.2%-35.6pp | 75.1%-43.5pp | 67.9%-36.3pp |
| Annual return | -16.52% | -11.40%-5.1pp | 27.49%-44.0pp | -7.85%-8.7pp |
| Employer contribution / active EE | $1,213 | $2,746-55.8% | $3,636-66.7% | $2,597-53.3% |
| Participant deferral / active EE | $3,300 | $3,566-7.4% | $4,729-30.2% | $4,028-18.1% |
| Admin fee / account holder | $41 | $5,222-99.2% | $6,410-99.4% | $5,403-99.2% |