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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 | $173,167 | $167,353+3.5% | $143,797+20.4% | $134,545+28.7% |
| Participation rate | 36.8% | 84.8%-48.0pp | 80.3%-43.5pp | 81.2%-44.4pp |
| Annual return | -18.43% | 0.48%-18.9pp | -0.04%-18.4pp | 418.37%-436.8pp |
| Employer contribution / active EE | $1,384 | $5,620-75.4% | $4,952-72.0% | $4,742-70.8% |
| Participant deferral / active EE | $3,737 | $6,447-42.0% | $5,638-33.7% | $6,401-41.6% |
| Admin fee / account holder | $15 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |