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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 | $84,768 | $95,975-11.7% | $74,552+13.7% | $135,382-37.4% |
| Participation rate | 54.5% | 75.7%-21.1pp | 69.1%-14.6pp | 82.6%-28.1pp |
| Annual return | -1.98% | 56.96%-58.9pp | 32.53%-34.5pp | 519.77%-521.8pp |
| Employer contribution / active EE | $1,703 | $2,716-37.3% | $1,961-13.2% | $4,779-64.4% |
| Participant deferral / active EE | $3,194 | $3,844-16.9% | $3,108+2.8% | $5,609-43.1% |
| Admin fee / account holder | $46 | $6,522-99.3% | $5,060-99.1% | $10,829-99.6% |