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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 | $49,009 | $64,719-24.3% | $112,249-56.3% | $68,486-28.4% |
| Participation rate | 56.4% | 67.2%-10.7pp | 75.1%-18.7pp | 67.9%-11.5pp |
| Annual return | -19.31% | -11.40%-7.9pp | 27.48%-46.8pp | -7.85%-11.5pp |
| Employer contribution / active EE | $1,103 | $2,747-59.9% | $3,636-69.7% | $2,597-57.5% |
| Participant deferral / active EE | $4,438 | $3,565+24.5% | $4,729-6.2% | $4,028+10.2% |
| Admin fee / account holder | $4 | $5,232-99.9% | $6,412-99.9% | $5,404-99.9% |