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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 | $23,261 | $100,811-76.9% | $86,698-73.2% | $134,545-82.7% |
| Participation rate | 50.0% | 79.0%-29.0pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -16.75% | 29.11%-45.9pp | 35.96%-52.7pp | 418.37%-435.1pp |
| Employer contribution / active EE | $1,498 | $3,490-57.1% | $2,837-47.2% | $4,742-68.4% |
| Participant deferral / active EE | $5,233 | $5,339-2.0% | $4,656+12.4% | $6,401-18.2% |
| Admin fee / account holder | $83 | $10,926-99.2% | $7,492-98.9% | $11,431-99.3% |