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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 | $70,499 | $129,959-45.8% | $104,301-32.4% | $134,532-47.6% |
| Participation rate | 33.3% | 79.5%-46.2pp | 73.3%-39.9pp | 81.2%-47.9pp |
| Annual return | -3.24% | 42.04%-45.3pp | 24.61%-27.9pp | 418.27%-421.5pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,765 | $5,589-68.4% | $4,626-61.8% | $6,401-72.4% |
| Admin fee / account holder | $237 | $9,325-97.5% | $7,340-96.8% | $11,429-97.9% |