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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 | $7,614 | $37,446-79.7% | $77,552-90.2% | $79,856-90.5% |
| Participation rate | 50.0% | 41.5%+8.5pp | 54.2%-4.2pp | 69.6%-19.6pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.82%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $555 | $637-12.8% | $987-43.7% | $2,471-77.5% |
| Participant deferral / active EE | $804 | $1,261-36.2% | $1,861-56.8% | $3,741-78.5% |
| Admin fee / account holder | $15 | $2,506-99.4% | $2,859-99.5% | $5,306-99.7% |