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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 | $19,297 | $138,114-86.0% | $125,391-84.6% | $134,545-85.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -14.74% | 750.88%-765.6pp | 572.41%-587.2pp | 418.37%-433.1pp |
| Employer contribution / active EE | $2,187 | $5,246-58.3% | $4,816-54.6% | $4,742-53.9% |
| Participant deferral / active EE | $2,600 | $7,801-66.7% | $7,448-65.1% | $6,401-59.4% |
| Admin fee / account holder | $85 | $11,570-99.3% | $10,009-99.2% | $11,431-99.3% |