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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 | $64,655 | $27,632+134.0% | $61,452+5.2% | $68,486-5.6% |
| Participation rate | 41.2% | 39.5%+1.7pp | 52.6%-11.4pp | 67.9%-26.7pp |
| Annual return | -19.57% | -13.24%-6.3pp | 338.96%-358.5pp | -7.85%-11.7pp |
| Employer contribution / active EE | $766 | $696+10.1% | $1,160-33.9% | $2,597-70.5% |
| Participant deferral / active EE | $1,292 | $1,264+2.2% | $2,125-39.2% | $4,028-67.9% |
| Admin fee / account holder | $262 | $2,010-87.0% | $2,131-87.7% | $5,404-95.2% |