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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 | $32,477 | $81,870-60.3% | $119,622-72.9% | $68,486-52.6% |
| Participation rate | 61.5% | 71.9%-10.4pp | 79.3%-17.7pp | 67.9%-6.4pp |
| Annual return | -16.56% | -23.82%+7.3pp | -14.98%-1.6pp | -7.85%-8.7pp |
| Employer contribution / active EE | $4,984 | $2,692+85.1% | $4,232+17.8% | $2,597+91.9% |
| Participant deferral / active EE | $8,442 | $4,148+103.5% | $5,601+50.7% | $4,028+109.6% |
| Admin fee / account holder | $247 | $6,583-96.3% | $10,328-97.6% | $5,404-95.4% |