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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 | $51,980 | $54,370-4.4% | $82,763-37.2% | $68,490-24.1% |
| Participation rate | 65.5% | 63.9%+1.6pp | 72.6%-7.0pp | 67.9%-2.4pp |
| Annual return | -17.79% | -13.67%-4.1pp | 702.45%-720.2pp | -7.85%-9.9pp |
| Employer contribution / active EE | $1,506 | $2,219-32.1% | $3,008-49.9% | $2,597-42.0% |
| Participant deferral / active EE | $3,493 | $3,247+7.6% | $4,395-20.5% | $4,028-13.3% |
| Admin fee / account holder | $113 | $4,398-97.4% | $5,325-97.9% | $5,403-97.9% |