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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 | $86,262 | $71,878+20.0% | $86,698-0.5% | $68,486+26.0% |
| Participation rate | 67.9% | 72.2%-4.4pp | 76.6%-8.7pp | 67.9%0pp |
| Annual return | -13.49% | 3.53%-17.0pp | 35.95%-49.4pp | -7.85%-5.6pp |
| Employer contribution / active EE | $4,364 | $2,173+100.8% | $2,837+53.8% | $2,597+68.0% |
| Participant deferral / active EE | $4,722 | $3,779+24.9% | $4,656+1.4% | $4,028+17.2% |
| Admin fee / account holder | $2 | $6,113-100.0% | $7,493-100.0% | $5,404-100.0% |