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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 | $28,424 | $69,012-58.8% | $160,009-82.2% | $68,486-58.5% |
| Participation rate | 68.3% | 65.4%+2.9pp | 78.0%-9.6pp | 67.9%+0.4pp |
| Annual return | -17.24% | -9.65%-7.6pp | 408.85%-426.1pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,122 | $2,212-49.3% | $4,225-73.4% | $2,597-56.8% |
| Participant deferral / active EE | $1,632 | $4,212-61.3% | $6,183-73.6% | $4,028-59.5% |
| Admin fee / account holder | $298 | $4,798-93.8% | $8,715-96.6% | $5,404-94.5% |