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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 | $83,452 | $127,387-34.5% | $115,038-27.5% | $125,389-33.4% |
| Participation rate | 20.0% | 84.2%-64.2pp | 81.4%-61.4pp | 83.2%-63.2pp |
| Annual return | -0.26% | 31.28%-31.5pp | 26.14%-26.4pp | 282.24%-282.5pp |
| Employer contribution / active EE | $2,120 | $5,166-59.0% | $4,608-54.0% | $4,866-56.4% |
| Participant deferral / active EE | $3,600 | $6,423-44.0% | $6,026-40.3% | $5,352-32.7% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |