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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 | $26,466 | $97,732-72.9% | $83,831-68.4% | $135,380-80.5% |
| Participation rate | 63.6% | 80.0%-16.3pp | 76.1%-12.5pp | 82.6%-19.0pp |
| Annual return | -7.13% | 1287.56%-1294.7pp | 850.99%-858.1pp | 519.81%-526.9pp |
| Employer contribution / active EE | $1,429 | $4,222-66.2% | $3,631-60.6% | $4,779-70.1% |
| Participant deferral / active EE | $2,126 | $4,683-54.6% | $4,082-47.9% | $5,609-62.1% |
| Admin fee / account holder | $54 | $6,675-99.2% | $5,479-99.0% | $10,828-99.5% |