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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 | $111,977 | $27,632+305.2% | $61,452+82.2% | $68,486+63.5% |
| Participation rate | 19.7% | 39.5%-19.8pp | 52.6%-32.8pp | 67.9%-48.2pp |
| Annual return | -15.50% | -13.24%-2.3pp | 338.96%-354.5pp | -7.85%-7.6pp |
| Employer contribution / active EE | $435 | $696-37.5% | $1,160-62.5% | $2,597-83.3% |
| Participant deferral / active EE | $1,232 | $1,264-2.5% | $2,125-42.0% | $4,028-69.4% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,131-100.0% | $5,404-100.0% |