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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 | $80,306 | $84,518-5.0% | $67,704+18.6% | $125,389-36.0% |
| Participation rate | 50.0% | 74.8%-24.8pp | 67.5%-17.5pp | 83.2%-33.2pp |
| Annual return | -0.25% | 2.57%-2.8pp | 25.41%-25.7pp | 282.24%-282.5pp |
| Employer contribution / active EE | $2,023 | $3,292-38.5% | $2,559-20.9% | $4,866-58.4% |
| Participant deferral / active EE | $5,416 | $4,430+22.3% | $3,585+51.1% | $5,352+1.2% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |