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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 | $46,125 | $42,910+7.5% | $60,919-24.3% | $68,490-32.7% |
| Participation rate | 48.1% | 66.8%-18.6pp | 73.1%-25.0pp | 67.9%-19.7pp |
| Annual return | -17.99% | -13.99%-4.0pp | 16.96%-35.0pp | -7.85%-10.1pp |
| Employer contribution / active EE | $3,730 | $1,978+88.5% | $2,704+37.9% | $2,597+43.6% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $97 | $3,104-96.9% | $3,228-97.0% | $5,403-98.2% |