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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 | $70,941 | $48,274+47.0% | $63,244+12.2% | $59,633+19.0% |
| Participation rate | 27.3% | 66.3%-39.0pp | 71.0%-43.8pp | 68.7%-41.4pp |
| Annual return | 0.12% | -240.79%+240.9pp | -70.31%+70.4pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $785 | $1,586-50.5% | $2,322-66.2% | $2,203-64.3% |
| Participant deferral / active EE | $1,374 | $2,343-41.3% | $2,953-53.5% | $3,192-56.9% |
| Admin fee / account holder | $2 | $3,600-99.9% | $5,893-100.0% | $4,297-100.0% |