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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 | $9,266 | $152,542-93.9% | $117,498-92.1% | $134,509-93.1% |
| Participation rate | 52.4% | 77.1%-24.7pp | 70.6%-18.2pp | 81.2%-28.8pp |
| Annual return | -3.78% | 53.02%-56.8pp | 29.75%-33.5pp | 418.13%-421.9pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $279 | $4,819-94.2% | $4,071-93.1% | $6,400-95.6% |
| Admin fee / account holder | $0 | $7,006-100.0% | $5,646-100.0% | $11,427-100.0% |