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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 | $22,601 | $82,288-72.5% | $68,794-67.1% | $134,509-83.2% |
| Participation rate | 60.0% | 75.1%-15.1pp | 69.0%-9.0pp | 81.2%-21.2pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.37%+6.4pp | 418.13%-418.1pp |
| Employer contribution / active EE | $830 | $3,301-74.9% | $2,656-68.8% | $4,741-82.5% |
| Participant deferral / active EE | $3,873 | $4,738-18.3% | $3,941-1.7% | $6,400-39.5% |
| Admin fee / account holder | $96 | $6,482-98.5% | $4,934-98.1% | $11,427-99.2% |