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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 | $43,887 | $45,872-4.3% | $77,081-43.1% | $68,495-35.9% |
| Participation rate | 52.6% | 55.9%-3.3pp | 67.9%-15.3pp | 67.9%-15.3pp |
| Annual return | -18.58% | 1.73%-20.3pp | 42.33%-60.9pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,282 | $1,650-22.3% | $2,813-54.4% | $2,596-50.6% |
| Participant deferral / active EE | $3,489 | $2,963+17.7% | $4,428-21.2% | $4,028-13.4% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,427-100.0% | $5,403-100.0% |