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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 | $48,478 | $167,362-71.0% | $143,799-66.3% | $134,532-64.0% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -18.79% | 0.47%-19.3pp | -0.04%-18.7pp | 418.27%-437.1pp |
| Employer contribution / active EE | $1,385 | $5,620-75.4% | $4,952-72.0% | $4,741-70.8% |
| Participant deferral / active EE | $5,058 | $6,447-21.6% | $5,638-10.3% | $6,401-21.0% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |