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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 | $29,359 | $92,766-68.4% | $82,763-64.5% | $134,545-78.2% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.0pp | 81.2%-25.7pp |
| Annual return | -20.57% | 946.97%-967.5pp | 702.45%-723.0pp | 418.37%-438.9pp |
| Employer contribution / active EE | $1,783 | $3,273-45.5% | $3,008-40.7% | $4,742-62.4% |
| Participant deferral / active EE | $7,398 | $4,802+54.1% | $4,395+68.3% | $6,401+15.6% |
| Admin fee / account holder | $20 | $5,978-99.7% | $5,325-99.6% | $11,431-99.8% |