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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 | $79,473 | $61,660+28.9% | $80,022-0.7% | $64,173+23.8% |
| Participation rate | 65.4% | 71.7%-6.3pp | 75.8%-10.4pp | 69.6%-4.2pp |
| Annual return | -5.55% | -0.33%-5.2pp | 11.22%-16.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,575 | $2,968+54.2% | $3,686+24.1% | $3,470+31.9% |
| Admin fee / account holder | $12 | $5,417-99.8% | $6,521-99.8% | $4,887-99.8% |