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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 | $11,514 | $32,037-64.1% | $69,182-83.4% | $62,881-81.7% |
| Participation rate | 16.5% | 43.4%-27.0pp | 55.1%-38.7pp | 69.3%-52.8pp |
| Annual return | 0.00% | 15.16%-15.2pp | -21.93%+21.9pp | 20.14%-20.1pp |
| Employer contribution / active EE | $449 | $679-33.8% | $1,206-62.7% | $2,281-80.3% |
| Participant deferral / active EE | $1,559 | $1,185+31.5% | $1,897-17.8% | $3,203-51.3% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |