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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 | $41,391 | $90,606-54.3% | $79,466-47.9% | $135,379-69.4% |
| Participation rate | 64.3% | 76.0%-11.8pp | 73.3%-9.1pp | 82.6%-18.4pp |
| Annual return | -7.07% | 977.69%-984.8pp | 718.28%-725.4pp | 519.79%-526.9pp |
| Employer contribution / active EE | $1,316 | $3,068-57.1% | $2,800-53.0% | $4,779-72.5% |
| Participant deferral / active EE | $3,729 | $4,050-7.9% | $3,704+0.7% | $5,609-33.5% |
| Admin fee / account holder | $262 | $5,895-95.5% | $5,104-94.9% | $10,828-97.6% |