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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 | $25,957 | $27,632-6.1% | $61,452-57.8% | $68,486-62.1% |
| Participation rate | 17.5% | 39.5%-22.0pp | 52.6%-35.1pp | 67.9%-50.4pp |
| Annual return | -19.07% | -13.24%-5.8pp | 338.96%-358.0pp | -7.85%-11.2pp |
| Employer contribution / active EE | $498 | $696-28.4% | $1,160-57.0% | $2,597-80.8% |
| Participant deferral / active EE | $934 | $1,264-26.0% | $2,125-56.0% | $4,028-76.8% |
| Admin fee / account holder | $250 | $2,010-87.6% | $2,131-88.3% | $5,404-95.4% |