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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 | $69,030 | $84,551-18.4% | $61,452+12.3% | $134,532-48.7% |
| Participation rate | 45.5% | 62.2%-16.7pp | 52.6%-7.1pp | 81.2%-35.8pp |
| Annual return | -15.63% | 585.39%-601.0pp | 338.96%-354.6pp | 418.27%-433.9pp |
| Employer contribution / active EE | $1,017 | $1,545-34.2% | $1,160-12.3% | $4,741-78.5% |
| Participant deferral / active EE | $1,030 | $2,818-63.5% | $2,125-51.5% | $6,401-83.9% |
| Admin fee / account holder | $67 | $2,587-97.4% | $2,131-96.9% | $11,429-99.4% |