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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 | $35,113 | $70,917-50.5% | $98,916-64.5% | $73,493-52.2% |
| Participation rate | 40.6% | 73.8%-33.2pp | 76.0%-35.4pp | 70.7%-30.1pp |
| Annual return | 0.00% | 34.18%-34.2pp | 196.45%-196.4pp | 28.51%-28.5pp |
| Employer contribution / active EE | $934 | $2,037-54.2% | $2,689-65.3% | $2,270-58.9% |
| Participant deferral / active EE | $1,884 | $3,501-46.2% | $4,245-55.6% | $3,740-49.6% |
| Admin fee / account holder | $251 | $535-53.1% | $6,642-96.2% | $513-51.1% |