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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 | $38,222 | $84,551-54.8% | $61,452-37.8% | $134,532-71.6% |
| Participation rate | 30.8% | 62.2%-31.4pp | 52.6%-21.8pp | 81.2%-50.5pp |
| Annual return | -19.70% | 585.39%-605.1pp | 338.96%-358.7pp | 418.27%-438.0pp |
| Employer contribution / active EE | $702 | $1,545-54.5% | $1,160-39.4% | $4,741-85.2% |
| Participant deferral / active EE | $3,514 | $2,818+24.7% | $2,125+65.4% | $6,401-45.1% |
| Admin fee / account holder | $292 | $2,587-88.7% | $2,131-86.3% | $11,429-97.4% |