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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 | $8,409 | $27,639-69.6% | $61,501-86.3% | $68,490-87.7% |
| Participation rate | 28.6% | 39.5%-10.9pp | 52.6%-24.0pp | 67.9%-39.3pp |
| Annual return | 1.61% | -13.19%+14.8pp | 339.04%-337.4pp | -7.85%+9.5pp |
| Employer contribution / active EE | $483 | $696-30.6% | $1,160-58.3% | $2,597-81.4% |
| Participant deferral / active EE | $1,888 | $1,264+49.4% | $2,125-11.1% | $4,028-53.1% |
| Admin fee / account holder | $141 | $2,012-93.0% | $2,132-93.4% | $5,403-97.4% |