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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 | $79,183 | $138,102-42.7% | $125,381-36.8% | $134,532-41.1% |
| Participation rate | 30.0% | 84.5%-54.5pp | 82.4%-52.4pp | 81.2%-51.2pp |
| Annual return | -19.03% | 750.73%-769.8pp | 572.31%-591.3pp | 418.27%-437.3pp |
| Employer contribution / active EE | $1,289 | $5,245-75.4% | $4,815-73.2% | $4,741-72.8% |
| Participant deferral / active EE | $4,300 | $7,801-44.9% | $7,448-42.3% | $6,401-32.8% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |