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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 | $47,904 | $64,716-26.0% | $112,258-57.3% | $68,495-30.1% |
| Participation rate | 57.1% | 67.2%-10.0pp | 75.1%-17.9pp | 67.9%-10.7pp |
| Annual return | -17.27% | -11.40%-5.9pp | 27.47%-44.7pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,033 | $2,746-26.0% | $3,636-44.1% | $2,596-21.7% |
| Participant deferral / active EE | $4,684 | $3,565+31.4% | $4,728-0.9% | $4,028+16.3% |
| Admin fee / account holder | $1 | $5,232-100.0% | $6,411-100.0% | $5,403-100.0% |