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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 | $46,928 | $142,392-67.0% | $119,622-60.8% | $134,532-65.1% |
| Participation rate | 54.5% | 82.8%-28.3pp | 79.3%-24.7pp | 81.2%-26.7pp |
| Annual return | -17.33% | -12.46%-4.9pp | -14.98%-2.3pp | 418.27%-435.6pp |
| Employer contribution / active EE | $1,120 | $5,224-78.6% | $4,232-73.5% | $4,741-76.4% |
| Participant deferral / active EE | $2,700 | $6,467-58.3% | $5,601-51.8% | $6,401-57.8% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |