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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 | $11,757 | $27,639-57.5% | $61,501-80.9% | $68,490-82.8% |
| Participation rate | 8.3% | 39.5%-31.2pp | 52.6%-44.2pp | 67.9%-59.6pp |
| Annual return | 0.00% | -13.19%+13.2pp | 339.04%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $113 | $696-83.8% | $1,160-90.3% | $2,597-95.6% |
| Participant deferral / active EE | $856 | $1,264-32.3% | $2,125-59.7% | $4,028-78.7% |
| Admin fee / account holder | $0 | $2,012-100.0% | $2,132-100.0% | $5,403-100.0% |