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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 | $19,139 | $32,117-40.4% | $71,086-73.1% | $64,181-70.2% |
| Participation rate | 24.3% | 42.7%-18.4pp | 54.7%-30.3pp | 69.6%-45.2pp |
| Annual return | -9.32% | -5.57%-3.7pp | 650.59%-659.9pp | 7.63%-17.0pp |
| Employer contribution / active EE | $210 | $712-70.5% | $1,088-80.7% | $2,381-91.2% |
| Participant deferral / active EE | $528 | $1,263-58.2% | $1,874-71.8% | $3,470-84.8% |
| Admin fee / account holder | $167 | $2,759-94.0% | $3,082-94.6% | $4,887-96.6% |