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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 | $7,940 | $84,464-90.6% | $61,399-87.1% | $134,509-94.1% |
| Participation rate | 22.7% | 62.2%-39.5pp | 52.6%-29.8pp | 81.2%-58.5pp |
| Annual return | -20.41% | 585.06%-605.5pp | 338.81%-359.2pp | 418.13%-438.5pp |
| Employer contribution / active EE | $223 | $1,545-85.6% | $1,159-80.8% | $4,741-95.3% |
| Participant deferral / active EE | $322 | $2,818-88.6% | $2,124-84.9% | $6,400-95.0% |
| Admin fee / account holder | $181 | $2,587-93.0% | $2,131-91.5% | $11,427-98.4% |