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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 | $112,732 | $64,719+74.2% | $112,249+0.4% | $68,486+64.6% |
| Participation rate | 69.7% | 67.2%+2.5pp | 75.1%-5.4pp | 67.9%+1.8pp |
| Annual return | -13.72% | -11.40%-2.3pp | 27.48%-41.2pp | -7.85%-5.9pp |
| Employer contribution / active EE | $1,068 | $2,747-61.1% | $3,636-70.6% | $2,597-58.9% |
| Participant deferral / active EE | $3,817 | $3,565+7.1% | $4,729-19.3% | $4,028-5.2% |
| Admin fee / account holder | $287 | $5,232-94.5% | $6,412-95.5% | $5,404-94.7% |