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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 | $39,960 | $50,947-21.6% | $74,551-46.4% | $64,173-37.7% |
| Participation rate | 65.4% | 61.1%+4.3pp | 69.1%-3.8pp | 69.6%-4.2pp |
| Annual return | -7.06% | -1.85%-5.2pp | 32.53%-39.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $563 | $1,115-49.5% | $1,961-71.3% | $2,381-76.4% |
| Participant deferral / active EE | $1,684 | $2,302-26.8% | $3,108-45.8% | $3,470-51.5% |
| Admin fee / account holder | $0 | $4,221-100.0% | $5,059-100.0% | $4,887-100.0% |