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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 | $17,677 | $84,464-79.1% | $61,399-71.2% | $134,509-86.9% |
| Participation rate | 62.5% | 62.2%+0.3pp | 52.6%+9.9pp | 81.2%-18.7pp |
| Annual return | -19.92% | 585.06%-605.0pp | 338.81%-358.7pp | 418.13%-438.1pp |
| Employer contribution / active EE | $1,072 | $1,545-30.6% | $1,159-7.5% | $4,741-77.4% |
| Participant deferral / active EE | $2,397 | $2,818-15.0% | $2,124+12.8% | $6,400-62.6% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,427-100.0% |