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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 | $65,214 | $92,743-29.7% | $82,744-21.2% | $134,532-51.5% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -19.55% | 946.63%-966.2pp | 702.22%-721.8pp | 418.27%-437.8pp |
| Employer contribution / active EE | $4,232 | $3,273+29.3% | $3,008+40.7% | $4,741-10.7% |
| Participant deferral / active EE | $4,823 | $4,802+0.5% | $4,395+9.8% | $6,401-24.6% |
| Admin fee / account holder | $21 | $5,977-99.6% | $5,325-99.6% | $11,429-99.8% |