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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 | $24,641 | $92,766-73.4% | $82,763-70.2% | $134,545-81.7% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -16.71% | 946.97%-963.7pp | 702.45%-719.2pp | 418.37%-435.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,393 | $4,802-71.0% | $4,395-68.3% | $6,401-78.2% |
| Admin fee / account holder | $246 | $5,978-95.9% | $5,325-95.4% | $11,431-97.9% |