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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 | $66,309 | $56,484+17.4% | $169,452-60.9% | $64,173+3.3% |
| Participation rate | 55.9% | 64.5%-8.7pp | 77.8%-21.9pp | 69.6%-13.7pp |
| Annual return | -7.32% | -1.55%-5.8pp | 1.83%-9.2pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,729 | $1,832-5.6% | $4,157-58.4% | $2,381-27.4% |
| Participant deferral / active EE | $3,275 | $3,448-5.0% | $5,277-37.9% | $3,470-5.6% |
| Admin fee / account holder | $54 | $4,174-98.7% | $9,110-99.4% | $4,887-98.9% |