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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 | $21,337 | $107,809-80.2% | $90,657-76.5% | $135,380-84.2% |
| Participation rate | 33.3% | 78.0%-44.7pp | 74.0%-40.7pp | 82.6%-49.3pp |
| Annual return | -8.68% | -0.90%-7.8pp | 1.89%-10.6pp | 519.81%-528.5pp |
| Employer contribution / active EE | $640 | $3,018-78.8% | $2,532-74.7% | $4,779-86.6% |
| Participant deferral / active EE | $800 | $3,872-79.3% | $3,424-76.6% | $5,609-85.7% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |