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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 | $72,194 | $92,219-21.7% | $76,767-6.0% | $135,380-46.7% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -8.22% | 5.46%-13.7pp | 2.43%-10.6pp | 519.81%-528.0pp |
| Employer contribution / active EE | $1,395 | $3,216-56.6% | $2,485-43.9% | $4,779-70.8% |
| Participant deferral / active EE | $3,273 | $4,508-27.4% | $3,852-15.0% | $5,609-41.6% |
| Admin fee / account holder | $214 | $10,749-98.0% | $6,675-96.8% | $10,828-98.0% |