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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 | $84,685-48.6% | $73,836-41.0% | $125,389-65.3% |
| Participation rate | 13.3% | 76.8%-63.4pp | 73.4%-60.1pp | 83.2%-69.9pp |
| Annual return | -1.27% | 3123.80%-3125.1pp | 2268.06%-2269.3pp | 282.24%-283.5pp |
| Employer contribution / active EE | $514 | $3,123-83.6% | $2,787-81.6% | $4,866-89.4% |
| Participant deferral / active EE | $1,600 | $3,993-59.9% | $3,583-55.3% | $5,352-70.1% |
| Admin fee / account holder | $26 | $5,694-99.5% | $4,882-99.5% | $9,541-99.7% |