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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 | $30,552 | $95,915-68.1% | $79,580-61.6% | $134,532-77.3% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | -19.01% | -2.71%-16.3pp | 0.15%-19.2pp | 418.27%-437.3pp |
| Employer contribution / active EE | $3,895 | $3,129+24.5% | $2,413+61.4% | $4,741-17.8% |
| Participant deferral / active EE | $4,856 | $4,693+3.5% | $3,985+21.8% | $6,401-24.1% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |