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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 | $60,035 | $54,380+10.4% | $68,509-12.4% | $59,633+0.7% |
| Participation rate | 52.5% | 70.2%-17.7pp | 74.7%-22.2pp | 68.7%-16.2pp |
| Annual return | -0.91% | 2.83%-3.7pp | 8.27%-9.2pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $479 | $1,539-68.9% | $2,278-79.0% | $2,203-78.3% |
| Participant deferral / active EE | $1,911 | $2,643-27.7% | $3,382-43.5% | $3,192-40.1% |
| Admin fee / account holder | $0 | $3,885-100.0% | $5,275-100.0% | $4,297-100.0% |