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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 | $84,103 | $73,009+15.2% | $90,760-7.3% | $68,486+22.8% |
| Participation rate | 48.6% | 70.8%-22.2pp | 75.7%-27.0pp | 67.9%-19.2pp |
| Annual return | -12.48% | -13.81%+1.3pp | -12.16%-0.3pp | -7.85%-4.6pp |
| Employer contribution / active EE | $1,464 | $2,193-33.2% | $2,922-49.9% | $2,597-43.6% |
| Participant deferral / active EE | $5,703 | $3,626+57.3% | $4,565+24.9% | $4,028+41.6% |
| Admin fee / account holder | $147 | $5,896-97.5% | $8,444-98.3% | $5,404-97.3% |