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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 | $49,329 | $50,947-3.2% | $74,551-33.8% | $64,173-23.1% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.1%-9.1pp | 69.6%-9.6pp |
| Annual return | -6.09% | -1.85%-4.2pp | 32.53%-38.6pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,233 | $1,115+10.5% | $1,961-37.1% | $2,381-48.2% |
| Participant deferral / active EE | $3,064 | $2,302+33.1% | $3,108-1.4% | $3,470-11.7% |
| Admin fee / account holder | $121 | $4,221-97.1% | $5,059-97.6% | $4,887-97.5% |