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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 | $43,908 | $64,719-32.2% | $112,249-60.9% | $68,486-35.9% |
| Participation rate | 55.6% | 67.2%-11.6pp | 75.1%-19.5pp | 67.9%-12.3pp |
| Annual return | -16.85% | -11.40%-5.5pp | 27.48%-44.3pp | -7.85%-9.0pp |
| Employer contribution / active EE | $2,304 | $2,747-16.1% | $3,636-36.6% | $2,597-11.3% |
| Participant deferral / active EE | $4,190 | $3,565+17.5% | $4,729-11.4% | $4,028+4.0% |
| Admin fee / account holder | $244 | $5,232-95.3% | $6,412-96.2% | $5,404-95.5% |