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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 | $18,712 | $59,813-68.7% | $79,580-76.5% | $68,486-72.7% |
| Participation rate | 63.6% | 61.1%+2.6pp | 69.5%-5.9pp | 67.9%-4.3pp |
| Annual return | -13.94% | -12.30%-1.6pp | 0.15%-14.1pp | -7.85%-6.1pp |
| Employer contribution / active EE | $668 | $1,505-55.6% | $2,413-72.3% | $2,597-74.3% |
| Participant deferral / active EE | $1,512 | $3,024-50.0% | $3,985-62.1% | $4,028-62.5% |
| Admin fee / account holder | $183 | $4,835-96.2% | $6,835-97.3% | $5,404-96.6% |