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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 | $35,483 | $95,193-62.7% | $76,523-53.6% | $135,382-73.8% |
| Participation rate | 44.4% | 74.4%-29.9pp | 68.0%-23.6pp | 82.6%-38.2pp |
| Annual return | -8.17% | 4.85%-13.0pp | -0.27%-7.9pp | 519.77%-527.9pp |
| Employer contribution / active EE | $710 | $3,302-78.5% | $2,647-73.2% | $4,779-85.1% |
| Participant deferral / active EE | $3,789 | $4,639-18.3% | $3,835-1.2% | $5,609-32.4% |
| Admin fee / account holder | $208 | $6,249-96.7% | $4,848-95.7% | $10,829-98.1% |