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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 | $143,718 | $64,729+122.0% | $112,263+28.0% | $68,490+109.8% |
| Participation rate | 36.4% | 67.2%-30.8pp | 75.1%-38.7pp | 67.9%-31.5pp |
| Annual return | -17.25% | -11.40%-5.9pp | 27.49%-44.7pp | -7.85%-9.4pp |
| Employer contribution / active EE | $3,203 | $2,746+16.6% | $3,636-11.9% | $2,597+23.3% |
| Participant deferral / active EE | $5,204 | $3,566+46.0% | $4,729+10.0% | $4,028+29.2% |
| Admin fee / account holder | $62 | $5,222-98.8% | $6,410-99.0% | $5,403-98.9% |