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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 | $143,796 | $50,958+182.2% | $74,552+92.9% | $64,181+124.0% |
| Participation rate | 58.3% | 61.1%-2.7pp | 69.1%-10.8pp | 69.6%-11.2pp |
| Annual return | -5.45% | -1.86%-3.6pp | 32.53%-38.0pp | 7.63%-13.1pp |
| Employer contribution / active EE | $761 | $1,115-31.8% | $1,961-61.2% | $2,381-68.0% |
| Participant deferral / active EE | $3,033 | $2,301+31.8% | $3,108-2.4% | $3,470-12.6% |
| Admin fee / account holder | $231 | $4,223-94.5% | $5,060-95.4% | $4,887-95.3% |