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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 | $50,174 | $61,660-18.6% | $80,022-37.3% | $64,173-21.8% |
| Participation rate | 65.4% | 71.7%-6.3pp | 75.8%-10.4pp | 69.6%-4.1pp |
| Annual return | -2.20% | -0.33%-1.9pp | 11.22%-13.4pp | 7.63%-9.8pp |
| Employer contribution / active EE | $1,285 | $1,810-29.0% | $2,468-47.9% | $2,381-46.0% |
| Participant deferral / active EE | $2,547 | $2,968-14.2% | $3,686-30.9% | $3,470-26.6% |
| Admin fee / account holder | $273 | $5,417-95.0% | $6,521-95.8% | $4,887-94.4% |