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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 | $19,454 | $152,597-87.3% | $117,533-83.4% | $134,532-85.5% |
| Participation rate | 60.0% | 77.1%-17.1pp | 70.6%-10.6pp | 81.2%-21.2pp |
| Annual return | -16.00% | 53.04%-69.0pp | 29.77%-45.8pp | 418.27%-434.3pp |
| Employer contribution / active EE | $916 | $5,576-83.6% | $4,179-78.1% | $4,741-80.7% |
| Participant deferral / active EE | $1,570 | $4,821-67.4% | $4,072-61.4% | $6,401-75.5% |
| Admin fee / account holder | $20 | $7,007-99.7% | $5,647-99.6% | $11,429-99.8% |