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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 | $37,713 | $64,729-41.7% | $112,263-66.4% | $68,490-44.9% |
| Participation rate | 57.9% | 67.2%-9.3pp | 75.1%-17.2pp | 67.9%-10.0pp |
| Annual return | -18.24% | -11.40%-6.8pp | 27.49%-45.7pp | -7.85%-10.4pp |
| Employer contribution / active EE | $2,164 | $2,746-21.2% | $3,636-40.5% | $2,597-16.7% |
| Participant deferral / active EE | $3,625 | $3,566+1.7% | $4,729-23.4% | $4,028-10.0% |
| Admin fee / account holder | $130 | $5,222-97.5% | $6,410-98.0% | $5,403-97.6% |