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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 | $23,641 | $56,197-57.9% | $67,652-65.1% | $59,633-60.4% |
| Participation rate | 46.7% | 71.5%-24.8pp | 75.7%-29.0pp | 68.7%-22.0pp |
| Annual return | -0.60% | 18508.10%-18508.7pp | 6625.40%-6626.0pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $808 | $1,615-50.0% | $2,266-64.4% | $2,203-63.3% |
| Participant deferral / active EE | $2,025 | $2,844-28.8% | $3,560-43.1% | $3,192-36.6% |
| Admin fee / account holder | $100 | $3,958-97.5% | $4,821-97.9% | $4,297-97.7% |