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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 | $12,851 | $27,639-53.5% | $61,501-79.1% | $68,490-81.2% |
| Participation rate | 33.3% | 39.5%-6.2pp | 52.6%-19.2pp | 67.9%-34.6pp |
| Annual return | -10.19% | -13.19%+3.0pp | 339.04%-349.2pp | -7.85%-2.3pp |
| Employer contribution / active EE | $596 | $696-14.4% | $1,160-48.6% | $2,597-77.1% |
| Participant deferral / active EE | $1,456 | $1,264+15.2% | $2,125-31.5% | $4,028-63.9% |
| Admin fee / account holder | $2 | $2,012-99.9% | $2,132-99.9% | $5,403-100.0% |