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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 | $44,549 | $73,839-39.7% | $143,788-69.0% | $68,495-35.0% |
| Participation rate | 51.6% | 66.7%-15.0pp | 80.3%-28.7pp | 67.9%-16.3pp |
| Annual return | -17.40% | 1.01%-18.4pp | -0.03%-17.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,918 | $3,184-39.8% | $4,952-61.3% | $2,596-26.1% |
| Participant deferral / active EE | $3,535 | $3,384+4.5% | $5,638-37.3% | $4,028-12.2% |
| Admin fee / account holder | $261 | $5,755-95.5% | $14,675-98.2% | $5,403-95.2% |