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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 | $26,598 | $53,162-50.0% | $91,225-70.8% | $68,486-61.2% |
| Participation rate | 64.0% | 63.2%+0.8pp | 73.2%-9.2pp | 67.9%-3.9pp |
| Annual return | -17.13% | -3.14%-14.0pp | 114.12%-131.3pp | -7.85%-9.3pp |
| Employer contribution / active EE | $1,560 | $1,709-8.8% | $2,851-45.3% | $2,597-39.9% |
| Participant deferral / active EE | $2,091 | $2,974-29.7% | $4,233-50.6% | $4,028-48.1% |
| Admin fee / account holder | $231 | $4,493-94.9% | $5,422-95.7% | $5,404-95.7% |