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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 | $41,277 | $71,873-42.6% | $86,698-52.4% | $68,490-39.7% |
| Participation rate | 56.8% | 72.2%-15.5pp | 76.6%-19.8pp | 67.9%-11.1pp |
| Annual return | -17.50% | 3.54%-21.0pp | 35.96%-53.5pp | -7.85%-9.6pp |
| Employer contribution / active EE | $1,442 | $2,173-33.6% | $2,837-49.2% | $2,597-44.5% |
| Participant deferral / active EE | $3,243 | $3,779-14.2% | $4,656-30.4% | $4,028-19.5% |
| Admin fee / account holder | $0 | $6,110-100.0% | $7,492-100.0% | $5,403-100.0% |