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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 | $21,417 | $84,697-74.7% | $73,845-71.0% | $125,393-82.9% |
| Participation rate | 15.4% | 76.8%-61.4pp | 73.4%-58.1pp | 83.2%-67.8pp |
| Annual return | -1.55% | 3123.66%-3125.2pp | 2267.91%-2269.5pp | 282.23%-283.8pp |
| Employer contribution / active EE | $674 | $3,123-78.4% | $2,788-75.8% | $4,866-86.2% |
| Participant deferral / active EE | $1,578 | $3,993-60.5% | $3,583-56.0% | $5,351-70.5% |
| Admin fee / account holder | $0 | $5,692-100.0% | $4,881-100.0% | $9,541-100.0% |