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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 | $43,553 | $84,697-48.6% | $73,845-41.0% | $125,393-65.3% |
| Participation rate | 13.3% | 76.8%-63.4pp | 73.4%-60.1pp | 83.2%-69.9pp |
| Annual return | -1.27% | 3123.66%-3124.9pp | 2267.91%-2269.2pp | 282.23%-283.5pp |
| Employer contribution / active EE | $514 | $3,123-83.6% | $2,788-81.6% | $4,866-89.4% |
| Participant deferral / active EE | $1,600 | $3,993-59.9% | $3,583-55.3% | $5,351-70.1% |
| Admin fee / account holder | $26 | $5,692-99.5% | $4,881-99.5% | $9,541-99.7% |