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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 | $33,378 | $32,117+3.9% | $71,089-53.0% | $64,173-48.0% |
| Participation rate | 13.6% | 42.7%-29.1pp | 54.6%-41.1pp | 69.6%-56.0pp |
| Annual return | -9.33% | -5.57%-3.8pp | 650.65%-660.0pp | 7.63%-17.0pp |
| Employer contribution / active EE | $605 | $712-15.0% | $1,088-44.4% | $2,381-74.6% |
| Participant deferral / active EE | $1,025 | $1,263-18.8% | $1,873-45.2% | $3,470-70.4% |
| Admin fee / account holder | $201 | $2,759-92.7% | $3,082-93.5% | $4,887-95.9% |