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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 | $98,386 | $83,908+17.3% | $68,509+43.6% | $125,388-21.5% |
| Participation rate | 60.0% | 78.2%-18.2pp | 74.7%-14.7pp | 83.2%-23.2pp |
| Annual return | -0.29% | 14.48%-14.8pp | 8.27%-8.6pp | 282.24%-282.5pp |
| Employer contribution / active EE | $1,283 | $3,031-57.7% | $2,278-43.7% | $4,866-73.6% |
| Participant deferral / active EE | $7,640 | $4,125+85.2% | $3,382+125.9% | $5,352+42.8% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |