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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 | $55,415 | $46,697+18.7% | $117,529-52.8% | $68,490-19.1% |
| Participation rate | 59.5% | 56.8%+2.7pp | 70.6%-11.1pp | 67.9%-8.4pp |
| Annual return | -16.58% | -14.52%-2.1pp | 29.77%-46.3pp | -7.85%-8.7pp |
| Employer contribution / active EE | $1,406 | $1,506-6.6% | $4,179-66.3% | $2,597-45.8% |
| Participant deferral / active EE | $2,643 | $2,637+0.2% | $4,072-35.1% | $4,028-34.4% |
| Admin fee / account holder | $0 | $4,023-100.0% | $5,645-100.0% | $5,403-100.0% |