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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 | $21,336 | $73,848-71.1% | $143,799-85.2% | $68,486-68.8% |
| Participation rate | 68.1% | 66.7%+1.4pp | 80.3%-12.2pp | 67.9%+0.2pp |
| Annual return | -13.43% | 0.91%-14.3pp | -0.04%-13.4pp | -7.85%-5.6pp |
| Employer contribution / active EE | $1,407 | $3,184-55.8% | $4,952-71.6% | $2,597-45.8% |
| Participant deferral / active EE | $2,213 | $3,385-34.6% | $5,638-60.7% | $4,028-45.0% |
| Admin fee / account holder | $5 | $5,755-99.9% | $14,677-100.0% | $5,404-99.9% |