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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 | $26,295 | $56,200-53.2% | $67,653-61.1% | $59,633-55.9% |
| Participation rate | 33.3% | 71.5%-38.1pp | 75.7%-42.3pp | 68.7%-35.3pp |
| Annual return | -0.88% | 18506.71%-18507.6pp | 6625.22%-6626.1pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $1,116 | $1,615-30.9% | $2,266-50.8% | $2,203-49.4% |
| Participant deferral / active EE | $1,748 | $2,843-38.5% | $3,560-50.9% | $3,192-45.2% |
| Admin fee / account holder | $213 | $3,959-94.6% | $4,821-95.6% | $4,297-95.0% |