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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 | $67,890 | $54,162+25.3% | $68,612-1.1% | $64,173+5.8% |
| Participation rate | 44.8% | 68.1%-23.3pp | 72.2%-27.5pp | 69.6%-24.8pp |
| Annual return | -4.67% | -1.62%-3.0pp | -4.63%0pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,181 | $1,846-36.0% | $2,625-55.0% | $2,381-50.4% |
| Participant deferral / active EE | $2,410 | $2,626-8.2% | $3,311-27.2% | $3,470-30.5% |
| Admin fee / account holder | $71 | $4,029-98.2% | $5,131-98.6% | $4,887-98.6% |