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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 | $93,559 | $167,352-44.1% | $143,788-34.9% | $134,509-30.4% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -17.27% | 0.47%-17.7pp | -0.03%-17.2pp | 418.13%-435.4pp |
| Employer contribution / active EE | $1,339 | $5,620-76.2% | $4,952-73.0% | $4,741-71.8% |
| Participant deferral / active EE | $4,903 | $6,447-24.0% | $5,638-13.0% | $6,400-23.4% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |