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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 | $42,986 | $56,484-23.9% | $169,452-74.6% | $64,173-33.0% |
| Participation rate | 53.5% | 64.5%-11.1pp | 77.8%-24.3pp | 69.6%-16.1pp |
| Annual return | -5.77% | -1.55%-4.2pp | 1.83%-7.6pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,282 | $1,832-30.1% | $4,157-69.2% | $2,381-46.2% |
| Participant deferral / active EE | $2,113 | $3,448-38.7% | $5,277-60.0% | $3,470-39.1% |
| Admin fee / account holder | $9 | $4,174-99.8% | $9,110-99.9% | $4,887-99.8% |