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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 | $40,439 | $104,106-61.2% | $71,086-43.1% | $135,379-70.1% |
| Participation rate | 25.0% | 65.7%-40.7pp | 54.7%-29.7pp | 82.6%-57.6pp |
| Annual return | -2.47% | 1256.30%-1258.8pp | 650.59%-653.1pp | 519.79%-522.3pp |
| Employer contribution / active EE | $1,460 | $1,485-1.7% | $1,088+34.2% | $4,779-69.4% |
| Participant deferral / active EE | $4,380 | $2,527+73.3% | $1,874+133.7% | $5,609-21.9% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |