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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 | $84,772 | $39,162+116.5% | $100,671-15.8% | $59,633+42.2% |
| Participation rate | 42.9% | 55.9%-13.0pp | 70.7%-27.9pp | 68.7%-25.8pp |
| Annual return | -1.94% | 21.07%-23.0pp | 20.43%-22.4pp | 2041.40%-2043.3pp |
| Employer contribution / active EE | $432 | $1,151-62.5% | $4,012-89.2% | $2,203-80.4% |
| Participant deferral / active EE | $1,122 | $1,992-43.7% | $3,144-64.3% | $3,192-64.8% |
| Admin fee / account holder | $144 | $2,969-95.2% | $4,850-97.0% | $4,297-96.7% |