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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 | $9,509 | $35,183-73.0% | $73,550-87.1% | $70,126-86.4% |
| Participation rate | 26.7% | 42.9%-16.3pp | 54.9%-28.3pp | 69.5%-42.9pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.15%-73.1pp |
| Employer contribution / active EE | $661 | $709-6.7% | $1,219-45.8% | $2,343-71.8% |
| Participant deferral / active EE | $2,292 | $1,220+87.9% | $1,804+27.0% | $3,332-31.2% |
| Admin fee / account holder | $1 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |