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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 | $72,677 | $71,878+1.1% | $86,698-16.2% | $68,486+6.1% |
| Participation rate | 60.5% | 72.2%-11.8pp | 76.6%-16.1pp | 67.9%-7.4pp |
| Annual return | -2.95% | 3.53%-6.5pp | 35.95%-38.9pp | -7.85%+4.9pp |
| Employer contribution / active EE | $827 | $2,173-61.9% | $2,837-70.8% | $2,597-68.1% |
| Participant deferral / active EE | $4,473 | $3,779+18.4% | $4,656-3.9% | $4,028+11.1% |
| Admin fee / account holder | $89 | $6,113-98.5% | $7,493-98.8% | $5,404-98.4% |