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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 | $16,488 | $49,177-66.5% | $79,476-79.3% | $64,181-74.3% |
| Participation rate | 30.0% | 65.0%-35.0pp | 73.3%-43.3pp | 69.6%-39.6pp |
| Annual return | -2.28% | -1.16%-1.1pp | 718.21%-720.5pp | 7.63%-9.9pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,824 | $2,821-35.3% | $3,704-50.7% | $3,470-47.4% |
| Admin fee / account holder | $61 | $3,839-98.4% | $5,113-98.8% | $4,887-98.8% |