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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 | $48,864 | $56,484-13.5% | $169,452-71.2% | $64,181-23.9% |
| Participation rate | 46.2% | 64.5%-18.4pp | 77.8%-31.6pp | 69.6%-23.4pp |
| Annual return | -6.89% | -1.55%-5.3pp | 1.83%-8.7pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,546 | $3,448-55.1% | $5,277-70.7% | $3,470-55.4% |
| Admin fee / account holder | $25 | $4,174-99.4% | $9,110-99.7% | $4,887-99.5% |