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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 | $53,434 | $67,411-20.7% | $91,004-41.3% | $70,126-23.8% |
| Participation rate | 39.3% | 71.4%-32.1pp | 75.6%-36.3pp | 69.5%-30.3pp |
| Annual return | 18.89% | -40.16%+59.1pp | 4.60%+14.3pp | 73.15%-54.3pp |
| Employer contribution / active EE | $347 | $1,786-80.6% | $2,456-85.9% | $2,343-85.2% |
| Participant deferral / active EE | $1,387 | $2,823-50.9% | $3,548-60.9% | $3,332-58.4% |
| Admin fee / account holder | $286 | $4,236-93.2% | $5,417-94.7% | $4,645-93.8% |