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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 | $33,691 | $64,729-48.0% | $112,263-70.0% | $68,490-50.8% |
| Participation rate | 63.3% | 67.2%-3.8pp | 75.1%-11.7pp | 67.9%-4.6pp |
| Annual return | -12.55% | -11.40%-1.2pp | 27.49%-40.0pp | -7.85%-4.7pp |
| Employer contribution / active EE | $1,678 | $2,746-38.9% | $3,636-53.8% | $2,597-35.4% |
| Participant deferral / active EE | $3,384 | $3,566-5.1% | $4,729-28.5% | $4,028-16.0% |
| Admin fee / account holder | $244 | $5,222-95.3% | $6,410-96.2% | $5,403-95.5% |