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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 | $19,771 | $50,947-61.2% | $74,551-73.5% | $64,173-69.2% |
| Participation rate | 57.7% | 61.1%-3.4pp | 69.1%-11.5pp | 69.6%-11.9pp |
| Annual return | -7.15% | -1.85%-5.3pp | 32.53%-39.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,189 | $1,115+6.6% | $1,961-39.4% | $2,381-50.1% |
| Participant deferral / active EE | $2,616 | $2,302+13.7% | $3,108-15.8% | $3,470-24.6% |
| Admin fee / account holder | $55 | $4,221-98.7% | $5,059-98.9% | $4,887-98.9% |