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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 | $22,817 | $27,632-17.4% | $61,452-62.9% | $68,486-66.7% |
| Participation rate | 31.3% | 39.5%-8.3pp | 52.6%-21.3pp | 67.9%-36.6pp |
| Annual return | -18.91% | -13.24%-5.7pp | 338.96%-357.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $861 | $696+23.7% | $1,160-25.8% | $2,597-66.9% |
| Participant deferral / active EE | $3,364 | $1,264+166.3% | $2,125+58.4% | $4,028-16.5% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,131-100.0% | $5,404-100.0% |