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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 | $32,281 | $27,639+16.8% | $61,501-47.5% | $68,490-52.9% |
| Participation rate | 43.9% | 39.5%+4.4pp | 52.6%-8.7pp | 67.9%-24.0pp |
| Annual return | -20.12% | -13.19%-6.9pp | 339.04%-359.2pp | -7.85%-12.3pp |
| Employer contribution / active EE | $2,801 | $696+302.5% | $1,160+141.6% | $2,597+7.9% |
| Participant deferral / active EE | $1,325 | $1,264+4.8% | $2,125-37.7% | $4,028-67.1% |
| Admin fee / account holder | $139 | $2,012-93.1% | $2,132-93.5% | $5,403-97.4% |