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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 | $25,896 | $73,848-64.9% | $143,799-82.0% | $68,486-62.2% |
| Participation rate | 58.1% | 66.7%-8.6pp | 80.3%-22.3pp | 67.9%-9.8pp |
| Annual return | -4.76% | 0.91%-5.7pp | -0.04%-4.7pp | -7.85%+3.1pp |
| Employer contribution / active EE | $2,072 | $3,184-34.9% | $4,952-58.2% | $2,597-20.2% |
| Participant deferral / active EE | $4,082 | $3,385+20.6% | $5,638-27.6% | $4,028+1.4% |
| Admin fee / account holder | $238 | $5,755-95.9% | $14,677-98.4% | $5,404-95.6% |