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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 | $39,866 | $113,941-65.0% | $94,229-57.7% | $125,389-68.2% |
| Participation rate | 37.5% | 82.9%-45.4pp | 78.8%-41.3pp | 83.2%-45.7pp |
| Annual return | -0.86% | 5.29%-6.1pp | 10.68%-11.5pp | 282.24%-283.1pp |
| Employer contribution / active EE | $1,340 | $4,727-71.6% | $3,587-62.6% | $4,866-72.5% |
| Participant deferral / active EE | $2,485 | $5,179-52.0% | $4,320-42.5% | $5,352-53.6% |
| Admin fee / account holder | $78 | $8,392-99.1% | $6,269-98.8% | $9,541-99.2% |