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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 | $78,804 | $92,219-14.5% | $76,767+2.7% | $135,380-41.8% |
| Participation rate | 58.8% | 79.8%-20.9pp | 77.0%-18.1pp | 82.6%-23.8pp |
| Annual return | -5.94% | 5.46%-11.4pp | 2.43%-8.4pp | 519.81%-525.7pp |
| Employer contribution / active EE | $897 | $3,216-72.1% | $2,485-63.9% | $4,779-81.2% |
| Participant deferral / active EE | $2,174 | $4,508-51.8% | $3,852-43.5% | $5,609-61.2% |
| Admin fee / account holder | $3 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |