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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 | $121,399 | $90,607+34.0% | $79,467+52.8% | $135,380-10.3% |
| Participation rate | 22.2% | 76.0%-53.8pp | 73.3%-51.1pp | 82.6%-60.4pp |
| Annual return | -7.88% | 977.74%-985.6pp | 718.30%-726.2pp | 519.81%-527.7pp |
| Employer contribution / active EE | $428 | $3,068-86.1% | $2,800-84.7% | $4,779-91.1% |
| Participant deferral / active EE | $1,803 | $4,050-55.5% | $3,704-51.3% | $5,609-67.8% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |