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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 | $19,335 | $95,917-79.8% | $79,583-75.7% | $134,545-85.6% |
| Participation rate | 61.5% | 75.0%-13.5pp | 69.5%-8.0pp | 81.2%-19.7pp |
| Annual return | 0.00% | -2.70%+2.7pp | 0.16%-0.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,396 | $3,129-23.4% | $2,414-0.8% | $4,742-49.5% |
| Participant deferral / active EE | $5,673 | $4,694+20.9% | $3,986+42.3% | $6,401-11.4% |
| Admin fee / account holder | $113 | $9,132-98.8% | $6,835-98.4% | $11,431-99.0% |