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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 | $72,681 | $127,096-42.8% | $105,736-31.3% | $135,380-46.3% |
| Participation rate | 62.5% | 82.7%-20.2pp | 76.3%-13.8pp | 82.6%-20.1pp |
| Annual return | -5.72% | 4.49%-10.2pp | 6.27%-12.0pp | 519.81%-525.5pp |
| Employer contribution / active EE | $950 | $4,107-76.9% | $3,268-70.9% | $4,779-80.1% |
| Participant deferral / active EE | $9,350 | $5,064+84.6% | $4,080+129.2% | $5,609+66.7% |
| Admin fee / account holder | $42 | $9,087-99.5% | $6,913-99.4% | $10,828-99.6% |