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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 | $59,126 | $90,320-34.5% | $59,496-0.6% | $125,389-52.8% |
| Participation rate | 66.7% | 68.3%-1.6pp | 54.6%+12.1pp | 83.2%-16.5pp |
| Annual return | -2.60% | 369.13%-371.7pp | 182.05%-184.6pp | 282.24%-284.8pp |
| Employer contribution / active EE | $7,090 | $1,792+295.7% | $1,153+514.9% | $4,866+45.7% |
| Participant deferral / active EE | $2,140 | $2,716-21.2% | $1,829+17.0% | $5,352-60.0% |
| Admin fee / account holder | $35 | $3,063-98.9% | $2,232-98.4% | $9,541-99.6% |