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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 | $13,466 | $90,617-85.1% | $79,476-83.1% | $135,382-90.1% |
| Participation rate | 50.0% | 76.1%-26.1pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -8.09% | 977.57%-985.7pp | 718.21%-726.3pp | 519.77%-527.9pp |
| Employer contribution / active EE | $1,751 | $3,068-42.9% | $2,800-37.5% | $4,779-63.4% |
| Participant deferral / active EE | $1,751 | $4,050-56.8% | $3,704-52.7% | $5,609-68.8% |
| Admin fee / account holder | $272 | $5,907-95.4% | $5,113-94.7% | $10,829-97.5% |