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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 | $49,669 | $100,792-50.7% | $86,691-42.7% | $134,509-63.1% |
| Participation rate | 40.0% | 78.9%-38.9pp | 76.6%-36.6pp | 81.2%-41.2pp |
| Annual return | -15.43% | 29.08%-44.5pp | 35.94%-51.4pp | 418.13%-433.6pp |
| Employer contribution / active EE | $874 | $3,491-75.0% | $2,837-69.2% | $4,741-81.6% |
| Participant deferral / active EE | $3,892 | $5,339-27.1% | $4,656-16.4% | $6,400-39.2% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |