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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 | $52,192 | $54,162-3.6% | $68,612-23.9% | $64,173-18.7% |
| Participation rate | 52.5% | 68.1%-15.5pp | 72.2%-19.7pp | 69.6%-17.0pp |
| Annual return | -6.97% | -1.62%-5.3pp | -4.63%-2.3pp | 7.63%-14.6pp |
| Employer contribution / active EE | $680 | $1,846-63.2% | $2,625-74.1% | $2,381-71.4% |
| Participant deferral / active EE | $1,530 | $2,626-41.8% | $3,311-53.8% | $3,470-55.9% |
| Admin fee / account holder | $248 | $4,029-93.8% | $5,131-95.2% | $4,887-94.9% |