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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 | $21,862 | $54,162-59.6% | $68,612-68.1% | $64,173-65.9% |
| Participation rate | 44.8% | 68.1%-23.2pp | 72.2%-27.4pp | 69.6%-24.7pp |
| Annual return | -7.03% | -1.62%-5.4pp | -4.63%-2.4pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $251 | $4,029-93.8% | $5,131-95.1% | $4,887-94.9% |