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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 | $87,271 | $86,701+0.7% | $73,309+19.0% | $125,389-30.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 74.9%-8.2pp | 83.2%-16.5pp |
| Annual return | -2.96% | 2.78%-5.7pp | 5.67%-8.6pp | 282.24%-285.2pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |