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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 | $160,776 | $84,464+90.3% | $61,399+161.9% | $134,509+19.5% |
| Participation rate | 60.0% | 62.2%-2.2pp | 52.6%+7.4pp | 81.2%-21.2pp |
| Annual return | -21.42% | 585.06%-606.5pp | 338.81%-360.2pp | 418.13%-439.6pp |
| Employer contribution / active EE | $1,914 | $1,545+23.9% | $1,159+65.1% | $4,741-59.6% |
| Participant deferral / active EE | $13,109 | $2,818+365.2% | $2,124+517.1% | $6,400+104.8% |
| Admin fee / account holder | $17 | $2,587-99.3% | $2,131-99.2% | $11,427-99.9% |