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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 | $16,348 | $32,117-49.1% | $71,086-77.0% | $64,173-74.5% |
| Participation rate | 46.9% | 42.7%+4.2pp | 54.7%-7.8pp | 69.6%-22.7pp |
| Annual return | -6.91% | -5.57%-1.3pp | 650.59%-657.5pp | 7.63%-14.5pp |
| Employer contribution / active EE | $952 | $712+33.6% | $1,088-12.5% | $2,381-60.0% |
| Participant deferral / active EE | $1,317 | $1,263+4.3% | $1,874-29.7% | $3,470-62.0% |
| Admin fee / account holder | $131 | $2,759-95.3% | $3,082-95.8% | $4,887-97.3% |