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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 | $53,256 | $48,267+10.3% | $68,808-22.6% | $68,486-22.2% |
| Participation rate | 46.8% | 60.7%-13.8pp | 69.0%-22.2pp | 67.9%-21.1pp |
| Annual return | -9.91% | -12.70%+2.8pp | -6.37%-3.5pp | -7.85%-2.1pp |
| Employer contribution / active EE | $1,318 | $1,829-27.9% | $2,656-50.4% | $2,597-49.2% |
| Participant deferral / active EE | $2,499 | $2,867-12.8% | $3,942-36.6% | $4,028-37.9% |
| Admin fee / account holder | $284 | $4,362-93.5% | $4,936-94.2% | $5,404-94.7% |