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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 | $19,412 | $105,867-81.7% | $90,760-78.6% | $134,532-85.6% |
| Participation rate | 66.7% | 78.3%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,698 | $3,464-22.1% | $2,922-7.7% | $4,741-43.1% |
| Participant deferral / active EE | $3,547 | $5,217-32.0% | $4,565-22.3% | $6,401-44.6% |
| Admin fee / account holder | $16 | $13,936-99.9% | $8,444-99.8% | $11,429-99.9% |