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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 | $69,059 | $62,589+10.3% | $76,768-10.0% | $64,173+7.6% |
| Participation rate | 60.0% | 72.8%-12.8pp | 77.0%-17.0pp | 69.6%-9.6pp |
| Annual return | -7.42% | -1.95%-5.5pp | 2.43%-9.8pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,699 | $1,832+47.3% | $2,485+8.6% | $2,381+13.4% |
| Participant deferral / active EE | $1,905 | $3,145-39.4% | $3,852-50.5% | $3,470-45.1% |
| Admin fee / account holder | $186 | $4,667-96.0% | $6,675-97.2% | $4,887-96.2% |