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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 | $53,417 | $82,630-35.4% | $64,105-16.7% | $125,389-57.4% |
| Participation rate | 7.7% | 75.9%-68.2pp | 68.2%-60.5pp | 83.2%-75.5pp |
| Annual return | -2.75% | 1489.72%-1492.5pp | 791.24%-794.0pp | 282.24%-285.0pp |
| Employer contribution / active EE | $417 | $2,671-84.4% | $1,820-77.1% | $4,866-91.4% |
| Participant deferral / active EE | $1,200 | $3,608-66.7% | $2,822-57.5% | $5,352-77.6% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |