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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 | $85,232 | $72,404+17.7% | $110,243-22.7% | $64,173+32.8% |
| Participation rate | 68.2% | 73.3%-5.2pp | 79.8%-11.6pp | 69.6%-1.4pp |
| Annual return | -5.51% | -6.29%+0.8pp | 314.76%-320.3pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,580 | $2,282-30.7% | $3,827-58.7% | $2,381-33.6% |
| Participant deferral / active EE | $3,079 | $3,469-11.3% | $4,672-34.1% | $3,470-11.3% |
| Admin fee / account holder | $272 | $5,664-95.2% | $8,548-96.8% | $4,887-94.4% |