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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 | $29,977 | $93,124-67.8% | $77,100-61.1% | $134,545-77.7% |
| Participation rate | 30.8% | 74.5%-43.7pp | 67.9%-37.2pp | 81.2%-50.5pp |
| Annual return | -20.74% | 62.68%-83.4pp | 42.35%-63.1pp | 418.37%-439.1pp |
| Employer contribution / active EE | $1,658 | $3,421-51.5% | $2,815-41.1% | $4,742-65.0% |
| Participant deferral / active EE | $3,534 | $5,242-32.6% | $4,430-20.2% | $6,401-44.8% |
| Admin fee / account holder | $20 | $6,970-99.7% | $5,443-99.6% | $11,431-99.8% |