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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 | $72,126 | $58,587+23.1% | $83,322-13.4% | $64,173+12.4% |
| Participation rate | 21.6% | 72.0%-50.4pp | 77.8%-56.1pp | 69.6%-47.9pp |
| Annual return | -6.95% | 9.65%-16.6pp | 10.64%-17.6pp | 7.63%-14.6pp |
| Employer contribution / active EE | $527 | $2,098-74.9% | $3,379-84.4% | $2,381-77.9% |
| Participant deferral / active EE | $2,528 | $4,654-45.7% | $5,565-54.6% | $3,470-27.1% |
| Admin fee / account holder | $174 | $9,279-98.1% | $7,540-97.7% | $4,887-96.4% |