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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 | $42,018 | $42,910-2.1% | $60,919-31.0% | $68,490-38.7% |
| Participation rate | 57.7% | 66.8%-9.1pp | 73.1%-15.4pp | 67.9%-10.2pp |
| Annual return | -14.80% | -13.99%-0.8pp | 16.96%-31.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $1,763 | $1,978-10.9% | $2,704-34.8% | $2,597-32.1% |
| Participant deferral / active EE | $3,620 | $2,866+26.3% | $3,814-5.1% | $4,028-10.1% |
| Admin fee / account holder | $59 | $3,104-98.1% | $3,228-98.2% | $5,403-98.9% |