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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 | $76,043 | $167,352-54.6% | $143,788-47.1% | $134,509-43.5% |
| Participation rate | 58.3% | 84.8%-26.5pp | 80.3%-22.0pp | 81.2%-22.9pp |
| Annual return | -16.93% | 0.47%-17.4pp | -0.03%-16.9pp | 418.13%-435.1pp |
| Employer contribution / active EE | $1,662 | $5,620-70.4% | $4,952-66.4% | $4,741-64.9% |
| Participant deferral / active EE | $6,307 | $6,447-2.2% | $5,638+11.9% | $6,400-1.5% |
| Admin fee / account holder | $110 | $18,091-99.4% | $14,675-99.2% | $11,427-99.0% |