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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 | $4,325 | $27,639-84.4% | $61,501-93.0% | $68,490-93.7% |
| Participation rate | 36.4% | 39.5%-3.1pp | 52.6%-16.2pp | 67.9%-31.5pp |
| Annual return | 0.00% | -13.19%+13.2pp | 339.04%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $490 | $696-29.5% | $1,160-57.7% | $2,597-81.1% |
| Participant deferral / active EE | $1,201 | $1,264-5.0% | $2,125-43.5% | $4,028-70.2% |
| Admin fee / account holder | $51 | $2,012-97.5% | $2,132-97.6% | $5,403-99.1% |