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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 | $158,904 | $45,872+246.4% | $77,081+106.2% | $68,495+132.0% |
| Participation rate | 32.0% | 55.9%-23.9pp | 67.9%-35.9pp | 67.9%-35.9pp |
| Annual return | -17.73% | 1.73%-19.5pp | 42.33%-60.1pp | -7.84%-9.9pp |
| Employer contribution / active EE | $843 | $1,650-48.9% | $2,813-70.0% | $2,596-67.5% |
| Participant deferral / active EE | $2,590 | $2,963-12.6% | $4,428-41.5% | $4,028-35.7% |
| Admin fee / account holder | $167 | $3,041-94.5% | $5,427-96.9% | $5,403-96.9% |