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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 | $52,452 | $73,019-28.2% | $90,766-42.2% | $68,490-23.4% |
| Participation rate | 40.3% | 70.8%-30.5pp | 75.7%-35.4pp | 67.9%-27.6pp |
| Annual return | -18.44% | -13.81%-4.6pp | -12.16%-6.3pp | -7.85%-10.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,789 | $3,626-50.7% | $4,565-60.8% | $4,028-55.6% |
| Admin fee / account holder | $0 | $5,897-100.0% | $8,446-100.0% | $5,403-100.0% |