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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 | $12,848 | $30,732-58.2% | $59,496-78.4% | $59,633-78.5% |
| Participation rate | 28.9% | 43.2%-14.3pp | 54.6%-25.6pp | 68.7%-39.8pp |
| Annual return | -2.81% | 4.47%-7.3pp | 182.05%-184.9pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $205 | $631-67.5% | $1,153-82.2% | $2,203-90.7% |
| Participant deferral / active EE | $369 | $1,183-68.8% | $1,829-79.8% | $3,192-88.4% |
| Admin fee / account holder | $213 | $2,136-90.0% | $2,232-90.5% | $4,297-95.0% |