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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 | $19,126 | $152,591-87.5% | $117,529-83.7% | $134,545-85.8% |
| Participation rate | 47.6% | 77.1%-29.5pp | 70.6%-23.0pp | 81.2%-33.6pp |
| Annual return | -19.12% | 53.04%-72.2pp | 29.77%-48.9pp | 418.37%-437.5pp |
| Employer contribution / active EE | $764 | $5,576-86.3% | $4,179-81.7% | $4,742-83.9% |
| Participant deferral / active EE | $2,725 | $4,821-43.5% | $4,072-33.1% | $6,401-57.4% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |