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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 | $25,451 | $82,630-69.2% | $64,105-60.3% | $125,389-79.7% |
| Participation rate | 54.5% | 75.9%-21.3pp | 68.2%-13.6pp | 83.2%-28.6pp |
| Annual return | -3.37% | 1489.72%-1493.1pp | 791.24%-794.6pp | 282.24%-285.6pp |
| Employer contribution / active EE | $1,193 | $2,671-55.3% | $1,820-34.4% | $4,866-75.5% |
| Participant deferral / active EE | $3,580 | $3,608-0.8% | $2,822+26.9% | $5,352-33.1% |
| Admin fee / account holder | $27 | $6,382-99.6% | $4,499-99.4% | $9,541-99.7% |