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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 | $69,345 | $211,946-67.3% | $169,452-59.1% | $135,380-48.8% |
| Participation rate | 60.0% | 82.6%-22.6pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -7.70% | 3.26%-11.0pp | 1.83%-9.5pp | 519.81%-527.5pp |
| Employer contribution / active EE | $6,899 | $5,117+34.8% | $4,157+66.0% | $4,779+44.4% |
| Participant deferral / active EE | $7,339 | $6,075+20.8% | $5,277+39.1% | $5,609+30.8% |
| Admin fee / account holder | $34 | $11,472-99.7% | $9,110-99.6% | $10,828-99.7% |