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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 | $64,434 | $113,941-43.5% | $94,228-31.6% | $125,388-48.6% |
| Participation rate | 60.0% | 82.9%-22.9pp | 78.8%-18.8pp | 83.2%-23.2pp |
| Annual return | -2.09% | 5.29%-7.4pp | 10.68%-12.8pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,099 | $4,727-76.8% | $3,587-69.4% | $4,866-77.4% |
| Participant deferral / active EE | $8,135 | $5,179+57.1% | $4,320+88.3% | $5,352+52.0% |
| Admin fee / account holder | $155 | $8,392-98.1% | $6,269-97.5% | $9,541-98.4% |