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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 | $72,854 | $50,958+43.0% | $74,552-2.3% | $64,181+13.5% |
| Participation rate | 22.1% | 61.1%-39.0pp | 69.1%-47.1pp | 69.6%-47.5pp |
| Annual return | -7.76% | -1.86%-5.9pp | 32.53%-40.3pp | 7.63%-15.4pp |
| Employer contribution / active EE | $382 | $1,115-65.8% | $1,961-80.5% | $2,381-84.0% |
| Participant deferral / active EE | $1,221 | $2,301-46.9% | $3,108-60.7% | $3,470-64.8% |
| Admin fee / account holder | $106 | $4,223-97.5% | $5,060-97.9% | $4,887-97.8% |