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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 | $8,730 | $32,117-72.8% | $71,089-87.7% | $64,173-86.4% |
| Participation rate | 33.3% | 42.7%-9.4pp | 54.6%-21.3pp | 69.6%-36.2pp |
| Annual return | 3.67% | -5.57%+9.2pp | 650.65%-647.0pp | 7.63%-4.0pp |
| Employer contribution / active EE | $373 | $712-47.6% | $1,088-65.7% | $2,381-84.3% |
| Participant deferral / active EE | $467 | $1,263-63.0% | $1,873-75.1% | $3,470-86.5% |
| Admin fee / account holder | $159 | $2,759-94.2% | $3,082-94.8% | $4,887-96.8% |