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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 | $35,679 | $55,889-36.2% | $76,119-53.1% | $80,935-55.9% |
| Participation rate | 61.1% | 62.1%-1.0pp | 69.1%-8.0pp | 67.7%-6.6pp |
| Annual return | 12.48% | 20.58%-8.1pp | 361.25%-348.8pp | 35.66%-23.2pp |
| Employer contribution / active EE | $1,896 | $1,866+1.6% | $2,693-29.6% | $2,757-31.2% |
| Participant deferral / active EE | $3,613 | $3,051+18.4% | $4,259-15.2% | $4,299-16.0% |
| Admin fee / account holder | $146 | $5,241-97.2% | $6,421-97.7% | $6,924-97.9% |