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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 | $20,927 | $73,848-71.7% | $143,799-85.4% | $68,486-69.4% |
| Participation rate | 61.2% | 66.7%-5.5pp | 80.3%-19.1pp | 67.9%-6.7pp |
| Annual return | -14.67% | 0.91%-15.6pp | -0.04%-14.6pp | -7.85%-6.8pp |
| Employer contribution / active EE | $597 | $3,184-81.2% | $4,952-87.9% | $2,597-77.0% |
| Participant deferral / active EE | $1,247 | $3,385-63.2% | $5,638-77.9% | $4,028-69.0% |
| Admin fee / account holder | $94 | $5,755-98.4% | $14,677-99.4% | $5,404-98.3% |