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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 | $9,749 | $73,839-86.8% | $143,788-93.2% | $68,495-85.8% |
| Participation rate | 29.6% | 66.7%-37.0pp | 80.3%-50.7pp | 67.9%-38.3pp |
| Annual return | -17.99% | 1.01%-19.0pp | -0.03%-18.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $425 | $3,184-86.6% | $4,952-91.4% | $2,596-83.6% |
| Participant deferral / active EE | $934 | $3,384-72.4% | $5,638-83.4% | $4,028-76.8% |
| Admin fee / account holder | $289 | $5,755-95.0% | $14,675-98.0% | $5,403-94.6% |