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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 | $48,052 | $138,114-65.2% | $125,391-61.7% | $134,545-64.3% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.1pp | 81.2%-47.9pp |
| Annual return | -19.50% | 750.88%-770.4pp | 572.41%-591.9pp | 418.37%-437.9pp |
| Employer contribution / active EE | $1,120 | $5,246-78.7% | $4,816-76.7% | $4,742-76.4% |
| Participant deferral / active EE | $3,522 | $7,801-54.9% | $7,448-52.7% | $6,401-45.0% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |