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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 | $20,321 | $97,732-79.2% | $83,831-75.8% | $135,380-85.0% |
| Participation rate | 53.8% | 80.0%-26.1pp | 76.1%-22.3pp | 82.6%-28.8pp |
| Annual return | -8.58% | 1287.56%-1296.1pp | 850.99%-859.6pp | 519.81%-528.4pp |
| Employer contribution / active EE | $915 | $4,222-78.3% | $3,631-74.8% | $4,779-80.8% |
| Participant deferral / active EE | $4,483 | $4,683-4.3% | $4,082+9.8% | $5,609-20.1% |
| Admin fee / account holder | $222 | $6,675-96.7% | $5,479-96.0% | $10,828-98.0% |