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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 | $61,730 | $180,466-65.8% | $154,114-59.9% | $135,382-54.4% |
| Participation rate | 69.2% | 87.4%-18.2pp | 83.0%-13.8pp | 82.6%-13.4pp |
| Annual return | -6.54% | 888.15%-894.7pp | 735.16%-741.7pp | 519.77%-526.3pp |
| Employer contribution / active EE | $2,368 | $6,035-60.8% | $5,298-55.3% | $4,779-50.4% |
| Participant deferral / active EE | $5,793 | $5,806-0.2% | $5,081+14.0% | $5,609+3.3% |
| Admin fee / account holder | $149 | $16,144-99.1% | $13,411-98.9% | $10,829-98.6% |