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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 | $87,298 | $95,188-8.3% | $76,518+14.1% | $135,379-35.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -5.50% | 4.85%-10.3pp | -0.27%-5.2pp | 519.79%-525.3pp |
| Employer contribution / active EE | $857 | $3,303-74.0% | $2,647-67.6% | $4,779-82.1% |
| Participant deferral / active EE | $2,101 | $4,640-54.7% | $3,836-45.2% | $5,609-62.5% |
| Admin fee / account holder | $221 | $6,249-96.5% | $4,849-95.4% | $10,828-98.0% |