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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 | $36,215 | $49,451-26.8% | $79,576-54.5% | $66,930-45.9% |
| Participation rate | 57.0% | 61.3%-4.3pp | 69.5%-12.5pp | 69.8%-12.8pp |
| Annual return | -16.77% | 84.25%-101.0pp | 0.15%-16.9pp | 1.57%-18.3pp |
| Employer contribution / active EE | $1,083 | $1,266-14.4% | $2,413-55.1% | $2,545-57.4% |
| Participant deferral / active EE | $2,978 | $3,159-5.7% | $3,985-25.3% | $4,238-29.7% |
| Admin fee / account holder | $71 | $595-88.1% | $6,834-99.0% | $593-88.1% |