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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 | $23,681 | $211,946-88.8% | $169,452-86.0% | $135,382-82.5% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -8.49% | 3.26%-11.8pp | 1.83%-10.3pp | 519.77%-528.3pp |
| Employer contribution / active EE | $1,236 | $5,117-75.8% | $4,157-70.3% | $4,779-74.1% |
| Participant deferral / active EE | $2,597 | $6,075-57.3% | $5,277-50.8% | $5,609-53.7% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,829-100.0% |