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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 | $37,304 | $65,453-43.0% | $86,698-57.0% | $66,938-44.3% |
| Participation rate | 51.1% | 75.5%-24.3pp | 76.6%-25.5pp | 69.8%-18.7pp |
| Annual return | -2.94% | -10.89%+8.0pp | 35.95%-38.9pp | 1.58%-4.5pp |
| Employer contribution / active EE | $2,288 | $2,154+6.2% | $2,837-19.4% | $2,545-10.1% |
| Participant deferral / active EE | $2,968 | $4,102-27.6% | $4,656-36.3% | $4,238-30.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $594-100.0% |