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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 | $56,307 | $167,353-66.4% | $143,797-60.8% | $134,545-58.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -15.19% | 0.48%-15.7pp | -0.04%-15.1pp | 418.37%-433.6pp |
| Employer contribution / active EE | $1,929 | $5,620-65.7% | $4,952-61.0% | $4,742-59.3% |
| Participant deferral / active EE | $6,767 | $6,447+5.0% | $5,638+20.0% | $6,401+5.7% |
| Admin fee / account holder | $245 | $18,096-98.6% | $14,679-98.3% | $11,431-97.9% |