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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 | $80,875 | $52,836+53.1% | $105,738-23.5% | $64,173+26.0% |
| Participation rate | 56.3% | 66.5%-10.3pp | 76.3%-20.1pp | 69.6%-13.3pp |
| Annual return | -7.12% | 14.30%-21.4pp | 6.27%-13.4pp | 7.63%-14.7pp |
| Employer contribution / active EE | $984 | $1,827-46.1% | $3,268-69.9% | $2,381-58.7% |
| Participant deferral / active EE | $2,281 | $2,545-10.4% | $4,080-44.1% | $3,470-34.3% |
| Admin fee / account holder | $143 | $3,959-96.4% | $6,913-97.9% | $4,887-97.1% |