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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 | $41,428 | $81,870-49.4% | $119,608-65.4% | $68,495-39.5% |
| Participation rate | 60.0% | 71.9%-11.9pp | 79.3%-19.3pp | 67.9%-7.9pp |
| Annual return | -18.29% | -23.82%+5.5pp | -14.98%-3.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,745 | $2,692+2.0% | $4,232-35.1% | $2,596+5.7% |
| Participant deferral / active EE | $3,083 | $4,148-25.7% | $5,601-45.0% | $4,028-23.4% |
| Admin fee / account holder | $253 | $6,583-96.2% | $10,326-97.6% | $5,403-95.3% |