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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 | $8,624 | $35,183-75.5% | $73,550-88.3% | $70,126-87.7% |
| Participation rate | 14.8% | 42.9%-28.2pp | 54.9%-40.2pp | 69.5%-54.8pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.15%-73.1pp |
| Employer contribution / active EE | $303 | $709-57.2% | $1,219-75.1% | $2,343-87.1% |
| Participant deferral / active EE | $888 | $1,220-27.2% | $1,804-50.8% | $3,332-73.4% |
| Admin fee / account holder | $31 | $2,302-98.6% | $2,320-98.6% | $4,645-99.3% |