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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 | $14,935 | $95,188-84.3% | $76,518-80.5% | $135,379-89.0% |
| Participation rate | 11.1% | 74.4%-63.3pp | 68.0%-56.9pp | 82.6%-71.5pp |
| Annual return | -7.41% | 4.85%-12.3pp | -0.27%-7.1pp | 519.79%-527.2pp |
| Employer contribution / active EE | $207 | $3,303-93.7% | $2,647-92.2% | $4,779-95.7% |
| Participant deferral / active EE | $620 | $4,640-86.6% | $3,836-83.8% | $5,609-88.9% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |