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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 | $138,886 | $133,983+3.7% | $112,244+23.7% | $134,493+3.3% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -15.68% | 47.13%-62.8pp | 27.46%-43.1pp | 418.01%-433.7pp |
| Employer contribution / active EE | $2,362 | $4,039-41.5% | $3,635-35.0% | $4,740-50.2% |
| Participant deferral / active EE | $10,553 | $5,291+99.4% | $4,728+123.2% | $6,400+64.9% |
| Admin fee / account holder | -$71 | $7,490-100.9% | $6,411-101.1% | $11,425-100.6% |