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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 | $93,991 | $105,867-11.2% | $90,760+3.6% | $134,532-30.1% |
| Participation rate | 63.6% | 78.3%-14.6pp | 75.7%-12.1pp | 81.2%-17.6pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,310 | $3,464-62.2% | $2,922-55.2% | $4,741-72.4% |
| Participant deferral / active EE | $2,852 | $5,217-45.3% | $4,565-37.5% | $6,401-55.4% |
| Admin fee / account holder | $15 | $13,936-99.9% | $8,444-99.8% | $11,429-99.9% |