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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 | $14,797 | $53,841-72.5% | $75,731-80.5% | $85,851-82.8% |
| Participation rate | 9.3% | 69.0%-59.8pp | 74.8%-65.6pp | 69.3%-60.1pp |
| Annual return | 0.00% | 24.54%-24.5pp | 104.65%-104.6pp | 318.63%-318.6pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,571 | $2,895-45.7% | $3,820-58.9% | $3,952-60.3% |
| Admin fee / account holder | $68 | $3,340-98.0% | $3,620-98.1% | $6,261-98.9% |