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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 | $25,156 | $101,283-75.2% | $75,826-66.8% | $135,379-81.4% |
| Participation rate | 33.3% | 72.7%-39.4pp | 68.2%-34.9pp | 82.6%-49.3pp |
| Annual return | -8.72% | 3384.62%-3393.3pp | 1914.15%-1922.9pp | 519.79%-528.5pp |
| Employer contribution / active EE | $846 | $2,382-64.5% | $1,913-55.8% | $4,779-82.3% |
| Participant deferral / active EE | $2,638 | $3,469-23.9% | $2,862-7.8% | $5,609-53.0% |
| Admin fee / account holder | $15 | $6,539-99.8% | $4,726-99.7% | $10,828-99.9% |