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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 | $239,495 | $92,766+158.2% | $82,763+189.4% | $134,545+78.0% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -13.63% | 946.97%-960.6pp | 702.45%-716.1pp | 418.37%-432.0pp |
| Employer contribution / active EE | $1,693 | $3,273-48.3% | $3,008-43.7% | $4,742-64.3% |
| Participant deferral / active EE | $7,470 | $4,802+55.6% | $4,395+70.0% | $6,401+16.7% |
| Admin fee / account holder | $271 | $5,978-95.5% | $5,325-94.9% | $11,431-97.6% |