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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 | $35,308 | $138,102-74.4% | $125,381-71.8% | $134,532-73.8% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -17.66% | 750.73%-768.4pp | 572.31%-590.0pp | 418.27%-435.9pp |
| Employer contribution / active EE | $1,811 | $5,245-65.5% | $4,815-62.4% | $4,741-61.8% |
| Participant deferral / active EE | $3,716 | $7,801-52.4% | $7,448-50.1% | $6,401-41.9% |
| Admin fee / account holder | $140 | $11,568-98.8% | $10,007-98.6% | $11,429-98.8% |