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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 | $24,990 | $95,915-73.9% | $79,580-68.6% | $134,532-81.4% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -17.75% | -2.71%-15.0pp | 0.15%-17.9pp | 418.27%-436.0pp |
| Employer contribution / active EE | $570 | $3,129-81.8% | $2,413-76.4% | $4,741-88.0% |
| Participant deferral / active EE | $1,426 | $4,693-69.6% | $3,985-64.2% | $6,401-77.7% |
| Admin fee / account holder | $247 | $9,132-97.3% | $6,835-96.4% | $11,429-97.8% |