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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 | $50,252 | $42,383+18.6% | $76,518-34.3% | $64,173-21.7% |
| Participation rate | 15.6% | 58.1%-42.5pp | 68.0%-52.4pp | 69.6%-53.9pp |
| Annual return | -5.54% | -16.54%+11.0pp | -0.27%-5.3pp | 7.63%-13.2pp |
| Employer contribution / active EE | $433 | $1,563-72.3% | $2,647-83.6% | $2,381-81.8% |
| Participant deferral / active EE | $1,237 | $2,566-51.8% | $3,836-67.8% | $3,470-64.4% |
| Admin fee / account holder | $55 | $3,198-98.3% | $4,849-98.9% | $4,887-98.9% |