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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 | $35,903 | $65,083-44.8% | $143,788-75.0% | $66,930-46.4% |
| Participation rate | 67.6% | 65.2%+2.4pp | 80.3%-12.7pp | 69.8%-2.2pp |
| Annual return | -3.07% | -11.13%+8.1pp | -0.03%-3.0pp | 1.57%-4.6pp |
| Employer contribution / active EE | $948 | $2,361-59.9% | $4,952-80.9% | $2,545-62.8% |
| Participant deferral / active EE | $1,571 | $2,920-46.2% | $5,638-72.1% | $4,238-62.9% |
| Admin fee / account holder | $112 | $502-77.8% | $14,675-99.2% | $593-81.2% |