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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 | $39,427 | $45,872-14.1% | $77,096-48.9% | $68,486-42.4% |
| Participation rate | 53.1% | 55.9%-2.8pp | 67.9%-14.8pp | 67.9%-14.8pp |
| Annual return | -15.41% | 1.73%-17.1pp | 42.35%-57.8pp | -7.85%-7.6pp |
| Employer contribution / active EE | $1,105 | $1,650-33.0% | $2,814-60.7% | $2,597-57.4% |
| Participant deferral / active EE | $2,216 | $2,963-25.2% | $4,429-50.0% | $4,028-45.0% |
| Admin fee / account holder | $90 | $3,041-97.0% | $5,428-98.3% | $5,404-98.3% |