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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 | $57,719 | $71,873-19.7% | $86,698-33.4% | $68,490-15.7% |
| Participation rate | 64.0% | 72.2%-8.2pp | 76.6%-12.6pp | 67.9%-3.9pp |
| Annual return | -17.84% | 3.54%-21.4pp | 35.96%-53.8pp | -7.85%-10.0pp |
| Employer contribution / active EE | $2,083 | $2,173-4.1% | $2,837-26.6% | $2,597-19.8% |
| Participant deferral / active EE | $4,095 | $3,779+8.4% | $4,656-12.0% | $4,028+1.7% |
| Admin fee / account holder | $184 | $6,110-97.0% | $7,492-97.5% | $5,403-96.6% |