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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 | $12,077 | $42,909-71.9% | $60,906-80.2% | $68,486-82.4% |
| Participation rate | 29.8% | 66.8%-37.0pp | 73.1%-43.3pp | 67.9%-38.1pp |
| Annual return | -4.80% | -13.99%+9.2pp | 16.94%-21.7pp | -7.85%+3.1pp |
| Employer contribution / active EE | $384 | $1,979-80.6% | $2,703-85.8% | $2,597-85.2% |
| Participant deferral / active EE | $956 | $2,866-66.6% | $3,814-74.9% | $4,028-76.3% |
| Admin fee / account holder | $60 | $3,104-98.1% | $3,227-98.1% | $5,404-98.9% |