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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 | $35,746 | $45,283-21.1% | $155,789-77.1% | $52,331-31.7% |
| Participation rate | 60.2% | 62.2%-2.0pp | 76.1%-15.9pp | 68.1%-7.9pp |
| Annual return | -1.65% | 1.80%-3.4pp | 71.54%-73.2pp | 4.54%-6.2pp |
| Employer contribution / active EE | $1,355 | $1,329+1.9% | $3,839-64.7% | $1,882-28.0% |
| Participant deferral / active EE | $1,903 | $2,854-33.3% | $4,798-60.3% | $3,022-37.0% |
| Admin fee / account holder | $241 | $981-75.4% | $7,477-96.8% | $592-59.2% |