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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 | $91,125 | $127,100-28.3% | $105,738-13.8% | $135,379-32.7% |
| Participation rate | 31.6% | 82.7%-51.1pp | 76.3%-44.8pp | 82.6%-51.1pp |
| Annual return | -6.47% | 4.49%-11.0pp | 6.27%-12.7pp | 519.79%-526.3pp |
| Employer contribution / active EE | $819 | $4,107-80.0% | $3,268-74.9% | $4,779-82.9% |
| Participant deferral / active EE | $1,938 | $5,064-61.7% | $4,080-52.5% | $5,609-65.5% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |