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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 | $19,191 | $37,446-48.8% | $77,552-75.3% | $79,856-76.0% |
| Participation rate | 27.6% | 41.5%-13.9pp | 54.2%-26.6pp | 69.6%-42.1pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.82%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $306 | $637-52.0% | $987-69.0% | $2,471-87.6% |
| Participant deferral / active EE | $739 | $1,261-41.4% | $1,861-60.3% | $3,741-80.3% |
| Admin fee / account holder | $1 | $2,506-100.0% | $2,859-100.0% | $5,306-100.0% |