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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 | $52,958 | $59,834-11.5% | $79,576-33.4% | $68,495-22.7% |
| Participation rate | 65.0% | 61.1%+3.9pp | 69.5%-4.5pp | 67.9%-2.9pp |
| Annual return | -15.27% | -12.30%-3.0pp | 0.15%-15.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,521 | $1,505+67.5% | $2,413+4.5% | $2,596-2.9% |
| Participant deferral / active EE | $4,687 | $3,024+55.0% | $3,985+17.6% | $4,028+16.4% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,834-100.0% | $5,403-100.0% |