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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 | $48,213 | $92,743-48.0% | $82,744-41.7% | $134,532-64.2% |
| Participation rate | 68.2% | 75.2%-7.0pp | 72.6%-4.4pp | 81.2%-13.0pp |
| Annual return | -18.47% | 946.63%-965.1pp | 702.22%-720.7pp | 418.27%-436.7pp |
| Employer contribution / active EE | $2,407 | $3,273-26.4% | $3,008-20.0% | $4,741-49.2% |
| Participant deferral / active EE | $5,648 | $4,802+17.6% | $4,395+28.5% | $6,401-11.8% |
| Admin fee / account holder | $82 | $5,977-98.6% | $5,325-98.5% | $11,429-99.3% |