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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 | $35,116 | $95,895-63.4% | $79,576-55.9% | $134,509-73.9% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -19.98% | -2.72%-17.3pp | 0.15%-20.1pp | 418.13%-438.1pp |
| Employer contribution / active EE | $1,009 | $3,128-67.8% | $2,413-58.2% | $4,741-78.7% |
| Participant deferral / active EE | $8,715 | $4,693+85.7% | $3,985+118.7% | $6,400+36.2% |
| Admin fee / account holder | $35 | $9,129-99.6% | $6,834-99.5% | $11,427-99.7% |