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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 | $14,211 | $92,743-84.7% | $82,744-82.8% | $134,532-89.4% |
| Participation rate | 69.2% | 75.2%-6.0pp | 72.6%-3.3pp | 81.2%-12.0pp |
| Annual return | -7.39% | 946.63%-954.0pp | 702.22%-709.6pp | 418.27%-425.7pp |
| Employer contribution / active EE | $1,079 | $3,273-67.0% | $3,008-64.1% | $4,741-77.2% |
| Participant deferral / active EE | $3,147 | $4,802-34.5% | $4,395-28.4% | $6,401-50.8% |
| Admin fee / account holder | $54 | $5,977-99.1% | $5,325-99.0% | $11,429-99.5% |