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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 | $23,403 | $54,355-56.9% | $82,744-71.7% | $68,486-65.8% |
| Participation rate | 48.6% | 63.9%-15.3pp | 72.6%-23.9pp | 67.9%-19.2pp |
| Annual return | -14.94% | -13.67%-1.3pp | 702.22%-717.2pp | -7.85%-7.1pp |
| Employer contribution / active EE | $422 | $2,219-81.0% | $3,008-86.0% | $2,597-83.8% |
| Participant deferral / active EE | $4,071 | $3,246+25.4% | $4,395-7.4% | $4,028+1.1% |
| Admin fee / account holder | $53 | $4,397-98.8% | $5,325-99.0% | $5,404-99.0% |