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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 | $45,754 | $45,602+0.3% | $117,529-61.1% | $66,949-31.7% |
| Participation rate | 48.1% | 57.6%-9.5pp | 70.6%-22.5pp | 69.8%-21.7pp |
| Annual return | -18.40% | -16.74%-1.7pp | 29.77%-48.2pp | 1.57%-20.0pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,179-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $6,858 | $2,845+141.1% | $4,072+68.4% | $4,239+61.8% |
| Admin fee / account holder | $258 | $661-61.0% | $5,645-95.4% | $594-56.6% |