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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 | $40,568 | $56,339-28.0% | $104,301-61.1% | $68,486-40.8% |
| Participation rate | 57.7% | 63.3%-5.5pp | 73.3%-15.5pp | 67.9%-10.1pp |
| Annual return | -19.06% | -9.19%-9.9pp | 24.61%-43.7pp | -7.85%-11.2pp |
| Employer contribution / active EE | $2,693 | $1,960+37.4% | $3,373-20.2% | $2,597+3.7% |
| Participant deferral / active EE | $3,448 | $3,077+12.1% | $4,626-25.5% | $4,028-14.4% |
| Admin fee / account holder | $0 | $4,902-100.0% | $7,340-100.0% | $5,404-100.0% |