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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 | $81,195 | $95,895-15.3% | $79,576+2.0% | $134,509-39.6% |
| Participation rate | 44.4% | 75.0%-30.6pp | 69.5%-25.0pp | 81.2%-36.8pp |
| Annual return | -18.22% | -2.72%-15.5pp | 0.15%-18.4pp | 418.13%-436.4pp |
| Employer contribution / active EE | $868 | $3,128-72.2% | $2,413-64.0% | $4,741-81.7% |
| Participant deferral / active EE | $1,693 | $4,693-63.9% | $3,985-57.5% | $6,400-73.6% |
| Admin fee / account holder | $18 | $9,129-99.8% | $6,834-99.7% | $11,427-99.8% |