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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 | $27,776 | $93,117-70.2% | $77,096-64.0% | $134,532-79.4% |
| Participation rate | 56.5% | 74.5%-18.0pp | 67.9%-11.4pp | 81.2%-24.7pp |
| Annual return | -16.03% | 62.67%-78.7pp | 42.35%-58.4pp | 418.27%-434.3pp |
| Employer contribution / active EE | $857 | $3,420-74.9% | $2,814-69.5% | $4,741-81.9% |
| Participant deferral / active EE | $1,102 | $5,241-79.0% | $4,429-75.1% | $6,401-82.8% |
| Admin fee / account holder | $252 | $6,948-96.4% | $5,428-95.3% | $11,429-97.8% |