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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 | $49,293 | $49,177+0.2% | $79,467-38.0% | $64,173-23.2% |
| Participation rate | 40.5% | 65.0%-24.5pp | 73.3%-32.8pp | 69.6%-29.0pp |
| Annual return | -7.14% | -1.16%-6.0pp | 718.30%-725.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,564 | $2,821-44.6% | $3,704-57.8% | $3,470-54.9% |
| Admin fee / account holder | $49 | $3,839-98.7% | $5,104-99.0% | $4,887-99.0% |