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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 | $180,408 | $95,895+88.1% | $79,576+126.7% | $134,509+34.1% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -11.88% | -2.72%-9.2pp | 0.15%-12.0pp | 418.13%-430.0pp |
| Employer contribution / active EE | $3,000 | $3,128-4.1% | $2,413+24.3% | $4,741-36.7% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $162 | $9,129-98.2% | $6,834-97.6% | $11,427-98.6% |