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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 | $10,341 | $37,463-72.4% | $77,100-86.6% | $66,949-84.6% |
| Participation rate | 25.2% | 52.9%-27.7pp | 67.9%-42.7pp | 69.8%-44.6pp |
| Annual return | -18.27% | -3.25%-15.0pp | 42.35%-60.6pp | 1.57%-19.8pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $2,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,222 | $2,621-53.4% | $4,430-72.4% | $4,239-71.2% |
| Admin fee / account holder | $291 | $568-48.7% | $5,443-94.7% | $594-50.9% |