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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 | $66,831 | $73,839-9.5% | $143,788-53.5% | $68,495-2.4% |
| Participation rate | 19.2% | 66.7%-47.4pp | 80.3%-61.1pp | 67.9%-48.7pp |
| Annual return | -17.88% | 1.01%-18.9pp | -0.03%-17.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,558 | $3,184-51.1% | $4,952-68.5% | $2,596-40.0% |
| Participant deferral / active EE | $1,172 | $3,384-65.4% | $5,638-79.2% | $4,028-70.9% |
| Admin fee / account holder | $131 | $5,755-97.7% | $14,675-99.1% | $5,403-97.6% |