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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 | $86,621 | $90,607-4.4% | $79,467+9.0% | $135,380-36.0% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 82.6%-57.6pp |
| Annual return | -4.50% | 977.74%-982.2pp | 718.30%-722.8pp | 519.81%-524.3pp |
| Employer contribution / active EE | $1,097 | $3,068-64.3% | $2,800-60.8% | $4,779-77.1% |
| Participant deferral / active EE | $2,742 | $4,050-32.3% | $3,704-26.0% | $5,609-51.1% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |