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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 | $98,303 | $133,981-26.6% | $112,249-12.4% | $134,532-26.9% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -14.57% | 47.16%-61.7pp | 27.48%-42.0pp | 418.27%-432.8pp |
| Employer contribution / active EE | $1,744 | $4,040-56.8% | $3,636-52.0% | $4,741-63.2% |
| Participant deferral / active EE | $2,610 | $5,292-50.7% | $4,729-44.8% | $6,401-59.2% |
| Admin fee / account holder | $150 | $7,492-98.0% | $6,412-97.7% | $11,429-98.7% |