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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 | $47,365 | $73,863-35.9% | $143,797-67.1% | $68,490-30.8% |
| Participation rate | 68.0% | 66.7%+1.3pp | 80.3%-12.3pp | 67.9%+0.1pp |
| Annual return | -10.81% | 0.91%-11.7pp | -0.04%-10.8pp | -7.85%-3.0pp |
| Employer contribution / active EE | $2,720 | $3,185-14.6% | $4,952-45.1% | $2,597+4.7% |
| Participant deferral / active EE | $5,066 | $3,385+49.7% | $5,638-10.2% | $4,028+25.8% |
| Admin fee / account holder | $112 | $5,756-98.0% | $14,679-99.2% | $5,403-97.9% |