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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 | $22,838 | $106,557-78.6% | $91,227-75.0% | $134,545-83.0% |
| Participation rate | 69.6% | 76.8%-7.2pp | 73.2%-3.6pp | 81.2%-11.7pp |
| Annual return | -17.95% | 160.81%-178.8pp | 114.14%-132.1pp | 418.37%-436.3pp |
| Employer contribution / active EE | $2,496 | $3,332-25.1% | $2,851-12.5% | $4,742-47.4% |
| Participant deferral / active EE | $3,672 | $4,719-22.2% | $4,234-13.3% | $6,401-42.6% |
| Admin fee / account holder | $0 | $6,235-100.0% | $5,423-100.0% | $11,431-100.0% |