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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 | $123,608 | $42,383+191.6% | $76,518+61.5% | $64,173+92.6% |
| Participation rate | 65.5% | 58.1%+7.4pp | 68.0%-2.5pp | 69.6%-4.1pp |
| Annual return | -5.45% | -16.54%+11.1pp | -0.27%-5.2pp | 7.63%-13.1pp |
| Employer contribution / active EE | $882 | $1,563-43.6% | $2,647-66.7% | $2,381-62.9% |
| Participant deferral / active EE | $4,632 | $2,566+80.5% | $3,836+20.8% | $3,470+33.5% |
| Admin fee / account holder | $8 | $3,198-99.7% | $4,849-99.8% | $4,887-99.8% |