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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 | $784 | $25,979-97.0% | $71,755-98.9% | $68,486-98.9% |
| Participation rate | 66.1% | 54.5%+11.6pp | 62.3%+3.8pp | 67.9%-1.8pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.09%-9.1pp | -7.85%+7.9pp |
| Employer contribution / active EE | $195 | $900-78.4% | $1,704-88.6% | $2,597-92.5% |
| Participant deferral / active EE | $411 | $1,522-73.0% | $2,656-84.5% | $4,028-89.8% |
| Admin fee / account holder | $24 | $2,022-98.8% | $3,972-99.4% | $5,404-99.6% |