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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 | $24,850 | $91,911-73.0% | $68,612-63.8% | $135,379-81.6% |
| Participation rate | 40.0% | 76.7%-36.7pp | 72.2%-32.2pp | 82.6%-42.6pp |
| Annual return | -8.43% | -8.22%-0.2pp | -4.63%-3.8pp | 519.79%-528.2pp |
| Employer contribution / active EE | $758 | $3,924-80.7% | $2,625-71.1% | $4,779-84.1% |
| Participant deferral / active EE | $1,205 | $4,315-72.1% | $3,311-63.6% | $5,609-78.5% |
| Admin fee / account holder | $162 | $9,240-98.3% | $5,131-96.9% | $10,828-98.5% |