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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 | $147,009 | $73,863+99.0% | $143,797+2.2% | $68,490+114.6% |
| Participation rate | 64.0% | 66.7%-2.7pp | 80.3%-16.3pp | 67.9%-3.9pp |
| Annual return | -18.08% | 0.91%-19.0pp | -0.04%-18.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $631 | $3,185-80.2% | $4,952-87.3% | $2,597-75.7% |
| Participant deferral / active EE | $2,918 | $3,385-13.8% | $5,638-48.3% | $4,028-27.6% |
| Admin fee / account holder | $289 | $5,756-95.0% | $14,679-98.0% | $5,403-94.6% |