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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 | $84,227 | $77,817+8.2% | $123,553-31.8% | $64,173+31.2% |
| Participation rate | 64.5% | 74.7%-10.2pp | 82.3%-17.8pp | 69.6%-5.1pp |
| Annual return | -5.01% | 12.49%-17.5pp | 119.21%-124.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,440 | $3,014-52.2% | $4,628-68.9% | $2,381-39.5% |
| Participant deferral / active EE | $3,682 | $5,240-29.7% | $6,426-42.7% | $3,470+6.1% |
| Admin fee / account holder | $241 | $5,519-95.6% | $9,284-97.4% | $4,887-95.1% |