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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 | $22,661 | $54,355-58.3% | $82,744-72.6% | $68,486-66.9% |
| Participation rate | 42.4% | 63.9%-21.5pp | 72.6%-30.1pp | 67.9%-25.5pp |
| Annual return | -19.27% | -13.67%-5.6pp | 702.22%-721.5pp | -7.85%-11.4pp |
| Employer contribution / active EE | $783 | $2,219-64.7% | $3,008-74.0% | $2,597-69.8% |
| Participant deferral / active EE | $1,068 | $3,246-67.1% | $4,395-75.7% | $4,028-73.5% |
| Admin fee / account holder | $168 | $4,397-96.2% | $5,325-96.8% | $5,404-96.9% |