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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 | $2,822 | $27,639-89.8% | $61,501-95.4% | $68,490-95.9% |
| Participation rate | 36.8% | 39.5%-2.7pp | 52.6%-15.7pp | 67.9%-31.1pp |
| Annual return | 0.00% | -13.19%+13.2pp | 339.04%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $251 | $696-64.0% | $1,160-78.4% | $2,597-90.3% |
| Participant deferral / active EE | $348 | $1,264-72.4% | $2,125-83.6% | $4,028-91.4% |
| Admin fee / account holder | $75 | $2,012-96.3% | $2,132-96.5% | $5,403-98.6% |