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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 | $53,681 | $90,607-40.8% | $79,467-32.4% | $135,380-60.3% |
| Participation rate | 57.1% | 76.0%-18.9pp | 73.3%-16.2pp | 82.6%-25.5pp |
| Annual return | -6.55% | 977.74%-984.3pp | 718.30%-724.9pp | 519.81%-526.4pp |
| Employer contribution / active EE | $1,918 | $3,068-37.5% | $2,800-31.5% | $4,779-59.9% |
| Participant deferral / active EE | $6,501 | $4,050+60.5% | $3,704+75.5% | $5,609+15.9% |
| Admin fee / account holder | $240 | $5,895-95.9% | $5,104-95.3% | $10,828-97.8% |