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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 | $113,553 | $81,870+38.7% | $119,634-5.1% | $68,490+65.8% |
| Participation rate | 44.0% | 71.9%-27.9pp | 79.3%-35.3pp | 67.9%-23.9pp |
| Annual return | -16.63% | -23.82%+7.2pp | -14.98%-1.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $1,818 | $2,692-32.5% | $4,232-57.0% | $2,597-30.0% |
| Participant deferral / active EE | $4,390 | $4,148+5.8% | $5,601-21.6% | $4,028+9.0% |
| Admin fee / account holder | $137 | $6,583-97.9% | $10,329-98.7% | $5,403-97.5% |