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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 | $42,050 | $133,981-68.6% | $112,249-62.5% | $134,532-68.7% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -17.81% | 47.16%-65.0pp | 27.48%-45.3pp | 418.27%-436.1pp |
| Employer contribution / active EE | $2,555 | $4,040-36.8% | $3,636-29.7% | $4,741-46.1% |
| Participant deferral / active EE | $7,769 | $5,292+46.8% | $4,729+64.3% | $6,401+21.4% |
| Admin fee / account holder | $268 | $7,492-96.4% | $6,412-95.8% | $11,429-97.7% |