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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 | $57,259 | $152,591-62.5% | $117,529-51.3% | $134,545-57.4% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -17.70% | 53.04%-70.7pp | 29.77%-47.5pp | 418.37%-436.1pp |
| Employer contribution / active EE | $1,008 | $5,576-81.9% | $4,179-75.9% | $4,742-78.7% |
| Participant deferral / active EE | $3,574 | $4,821-25.9% | $4,072-12.2% | $6,401-44.2% |
| Admin fee / account holder | $14 | $7,004-99.8% | $5,645-99.7% | $11,431-99.9% |