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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 | $28,223 | $84,551-66.6% | $61,452-54.1% | $134,532-79.0% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -19.49% | 585.39%-604.9pp | 338.96%-358.4pp | 418.27%-437.8pp |
| Employer contribution / active EE | $1,034 | $1,545-33.1% | $1,160-10.8% | $4,741-78.2% |
| Participant deferral / active EE | $4,062 | $2,818+44.1% | $2,125+91.2% | $6,401-36.5% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |