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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 | $58,938 | $54,162+8.8% | $68,612-14.1% | $64,173-8.2% |
| Participation rate | 67.4% | 68.1%-0.6pp | 72.2%-4.8pp | 69.6%-2.1pp |
| Annual return | -6.13% | -1.62%-4.5pp | -4.63%-1.5pp | 7.63%-13.8pp |
| Employer contribution / active EE | $939 | $1,846-49.1% | $2,625-64.2% | $2,381-60.5% |
| Participant deferral / active EE | $2,561 | $2,626-2.5% | $3,311-22.7% | $3,470-26.2% |
| Admin fee / account holder | $176 | $4,029-95.6% | $5,131-96.6% | $4,887-96.4% |