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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 | $64,440 | $90,607-28.9% | $79,467-18.9% | $135,380-52.4% |
| Participation rate | 28.6% | 76.0%-47.5pp | 73.3%-44.8pp | 82.6%-54.1pp |
| Annual return | -8.65% | 977.74%-986.4pp | 718.30%-727.0pp | 519.81%-528.5pp |
| Employer contribution / active EE | $706 | $3,068-77.0% | $2,800-74.8% | $4,779-85.2% |
| Participant deferral / active EE | $2,487 | $4,050-38.6% | $3,704-32.9% | $5,609-55.7% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |