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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 | $5,282 | $27,632-80.9% | $61,399-91.4% | $68,495-92.3% |
| Participation rate | 60.0% | 39.5%+20.5pp | 52.6%+7.4pp | 67.9%-7.9pp |
| Annual return | -18.06% | -13.24%-4.8pp | 338.81%-356.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $615 | $696-11.6% | $1,159-46.9% | $2,596-76.3% |
| Participant deferral / active EE | $962 | $1,264-23.9% | $2,124-54.7% | $4,028-76.1% |
| Admin fee / account holder | $283 | $2,010-85.9% | $2,131-86.7% | $5,403-94.8% |