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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 | $22,956 | $133,981-82.9% | $112,249-79.5% | $134,532-82.9% |
| Participation rate | 36.4% | 78.6%-42.2pp | 75.1%-38.7pp | 81.2%-44.9pp |
| Annual return | -15.47% | 47.16%-62.6pp | 27.48%-43.0pp | 418.27%-433.7pp |
| Employer contribution / active EE | $991 | $4,040-75.5% | $3,636-72.8% | $4,741-79.1% |
| Participant deferral / active EE | $3,536 | $5,292-33.2% | $4,729-25.2% | $6,401-44.8% |
| Admin fee / account holder | $135 | $7,492-98.2% | $6,412-97.9% | $11,429-98.8% |