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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 | $49,194 | $82,630-40.5% | $64,105-23.3% | $125,389-60.8% |
| Participation rate | 37.5% | 75.9%-38.4pp | 68.2%-30.7pp | 83.2%-45.7pp |
| Annual return | -0.49% | 1489.72%-1490.2pp | 791.24%-791.7pp | 282.24%-282.7pp |
| Employer contribution / active EE | $730 | $2,671-72.7% | $1,820-59.9% | $4,866-85.0% |
| Participant deferral / active EE | $4,801 | $3,608+33.0% | $2,822+70.1% | $5,352-10.3% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |