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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 | $29,924 | $92,684-67.7% | $82,706-63.8% | $134,509-77.8% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.6%-44.0pp | 81.2%-52.7pp |
| Annual return | -19.51% | 945.84%-965.4pp | 701.76%-721.3pp | 418.13%-437.6pp |
| Employer contribution / active EE | $508 | $3,272-84.5% | $3,007-83.1% | $4,741-89.3% |
| Participant deferral / active EE | $2,530 | $4,800-47.3% | $4,394-42.4% | $6,400-60.5% |
| Admin fee / account holder | $6 | $5,982-99.9% | $5,329-99.9% | $11,427-99.9% |