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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 | $20,841 | $45,566-54.3% | $64,105-67.5% | $59,633-65.1% |
| Participation rate | 58.2% | 60.2%-2.0pp | 68.2%-10.0pp | 68.7%-10.5pp |
| Annual return | -1.71% | 4.95%-6.7pp | 791.24%-793.0pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $520 | $934-44.3% | $1,820-71.4% | $2,203-76.4% |
| Participant deferral / active EE | $3,318 | $2,057+61.3% | $2,822+17.6% | $3,192+3.9% |
| Admin fee / account holder | $73 | $3,268-97.8% | $4,499-98.4% | $4,297-98.3% |