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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 | $17,513 | $97,732-82.1% | $83,831-79.1% | $135,380-87.1% |
| Participation rate | 8.3% | 80.0%-71.6pp | 76.1%-67.8pp | 82.6%-74.3pp |
| Annual return | -9.44% | 1287.56%-1297.0pp | 850.99%-860.4pp | 519.81%-529.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,025 | $4,683-56.8% | $4,082-50.4% | $5,609-63.9% |
| Admin fee / account holder | $239 | $6,675-96.4% | $5,479-95.6% | $10,828-97.8% |