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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 | $12,694 | $32,117-60.5% | $71,086-82.1% | $64,173-80.2% |
| Participation rate | 44.3% | 42.7%+1.6pp | 54.7%-10.4pp | 69.6%-25.3pp |
| Annual return | -7.31% | -5.57%-1.7pp | 650.59%-657.9pp | 7.63%-14.9pp |
| Employer contribution / active EE | $813 | $712+14.1% | $1,088-25.3% | $2,381-65.9% |
| Participant deferral / active EE | $1,139 | $1,263-9.8% | $1,874-39.2% | $3,470-67.2% |
| Admin fee / account holder | $266 | $2,759-90.4% | $3,082-91.4% | $4,887-94.6% |