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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 | $179,347 | $64,729+177.1% | $112,263+59.8% | $68,490+161.9% |
| Participation rate | 56.3% | 67.2%-10.9pp | 75.1%-18.8pp | 67.9%-11.6pp |
| Annual return | 4.55% | -11.40%+15.9pp | 27.49%-22.9pp | -7.85%+12.4pp |
| Employer contribution / active EE | $1,058 | $2,746-61.5% | $3,636-70.9% | $2,597-59.3% |
| Participant deferral / active EE | $2,799 | $3,566-21.5% | $4,729-40.8% | $4,028-30.5% |
| Admin fee / account holder | $206 | $5,222-96.1% | $6,410-96.8% | $5,403-96.2% |