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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 | $59,216 | $50,958+16.2% | $74,552-20.6% | $64,181-7.7% |
| Participation rate | 68.2% | 61.1%+7.1pp | 69.1%-1.0pp | 69.6%-1.4pp |
| Annual return | -6.28% | -1.86%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,653 | $1,115+48.2% | $1,961-15.7% | $2,381-30.6% |
| Participant deferral / active EE | $2,828 | $2,301+22.9% | $3,108-9.0% | $3,470-18.5% |
| Admin fee / account holder | $78 | $4,223-98.1% | $5,060-98.4% | $4,887-98.4% |