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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 | $27,879 | $52,519-46.9% | $155,789-82.1% | $59,633-53.2% |
| Participation rate | 38.5% | 61.7%-23.2pp | 76.1%-37.6pp | 68.7%-30.2pp |
| Annual return | -0.08% | 53.51%-53.6pp | 71.54%-71.6pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,186 | $3,084-61.5% | $4,798-75.3% | $3,192-62.8% |
| Admin fee / account holder | $275 | $3,540-92.2% | $7,477-96.3% | $4,297-93.6% |