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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 | $113,476 | $73,839+53.7% | $143,788-21.1% | $68,495+65.7% |
| Participation rate | 28.0% | 66.7%-38.7pp | 80.3%-52.3pp | 67.9%-39.9pp |
| Annual return | -10.30% | 1.01%-11.3pp | -0.03%-10.3pp | -7.84%-2.5pp |
| Employer contribution / active EE | $525 | $3,184-83.5% | $4,952-89.4% | $2,596-79.8% |
| Participant deferral / active EE | $3,263 | $3,384-3.6% | $5,638-42.1% | $4,028-19.0% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,675-100.0% | $5,403-100.0% |