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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 | $49,060 | $138,078-64.5% | $125,363-60.9% | $134,509-63.5% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -18.86% | 750.49%-769.4pp | 572.15%-591.0pp | 418.13%-437.0pp |
| Employer contribution / active EE | $1,270 | $5,245-75.8% | $4,815-73.6% | $4,741-73.2% |
| Participant deferral / active EE | $7,887 | $7,800+1.1% | $7,447+5.9% | $6,400+23.2% |
| Admin fee / account holder | $28 | $11,566-99.8% | $10,005-99.7% | $11,427-99.8% |