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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 | $41,338 | $73,848-44.0% | $143,799-71.3% | $68,486-39.6% |
| Participation rate | 52.8% | 66.7%-13.8pp | 80.3%-27.5pp | 67.9%-15.1pp |
| Annual return | -16.23% | 0.91%-17.1pp | -0.04%-16.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $657 | $3,184-79.4% | $4,952-86.7% | $2,597-74.7% |
| Participant deferral / active EE | $2,098 | $3,385-38.0% | $5,638-62.8% | $4,028-47.9% |
| Admin fee / account holder | $275 | $5,755-95.2% | $14,677-98.1% | $5,404-94.9% |