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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 | $29,283 | $45,872-36.2% | $77,027-62.0% | $68,498-57.2% |
| Participation rate | 64.1% | 55.9%+8.2pp | 67.9%-3.8pp | 67.9%-3.8pp |
| Annual return | -14.64% | 1.73%-16.4pp | 42.32%-57.0pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,816 | $1,650+10.1% | $2,813-35.4% | $2,596-30.0% |
| Participant deferral / active EE | $3,800 | $2,963+28.2% | $4,427-14.2% | $4,027-5.7% |
| Admin fee / account holder | $145 | $3,041-95.2% | $5,425-97.3% | $5,403-97.3% |