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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 | $46,089 | $49,280-6.5% | $67,313-31.5% | $64,173-28.2% |
| Participation rate | 58.6% | 60.8%-2.2pp | 69.1%-10.5pp | 69.6%-10.9pp |
| Annual return | -7.33% | -1.39%-5.9pp | -4.08%-3.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $705 | $1,668-57.8% | $2,566-72.5% | $2,381-70.4% |
| Participant deferral / active EE | $1,865 | $2,484-24.9% | $3,568-47.7% | $3,470-46.2% |
| Admin fee / account holder | $241 | $3,863-93.8% | $4,507-94.7% | $4,887-95.1% |