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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 | $55,792 | $81,870-31.9% | $119,608-53.4% | $68,495-18.5% |
| Participation rate | 69.7% | 71.9%-2.2pp | 79.3%-9.6pp | 67.9%+1.8pp |
| Annual return | -14.51% | -23.82%+9.3pp | -14.98%+0.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $912 | $2,692-66.1% | $4,232-78.5% | $2,596-64.9% |
| Participant deferral / active EE | $5,331 | $4,148+28.5% | $5,601-4.8% | $4,028+32.4% |
| Admin fee / account holder | $191 | $6,583-97.1% | $10,326-98.2% | $5,403-96.5% |