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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 | $68,738 | $45,872+49.8% | $77,096-10.8% | $68,486+0.4% |
| Participation rate | 63.6% | 55.9%+7.7pp | 67.9%-4.3pp | 67.9%-4.3pp |
| Annual return | -17.59% | 1.73%-19.3pp | 42.35%-59.9pp | -7.85%-9.7pp |
| Employer contribution / active EE | $3,475 | $1,650+110.7% | $2,814+23.5% | $2,597+33.8% |
| Participant deferral / active EE | $3,531 | $2,963+19.2% | $4,429-20.3% | $4,028-12.3% |
| Admin fee / account holder | -$14 | $3,041-100.5% | $5,428-100.3% | $5,404-100.3% |