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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 | $115,969 | $78,694+47.4% | $67,652+71.4% | $125,389-7.5% |
| Participation rate | 60.0% | 78.8%-18.8pp | 75.7%-15.7pp | 83.2%-23.2pp |
| Annual return | -1.85% | 9.46%-11.3pp | 6625.40%-6627.2pp | 282.24%-284.1pp |
| Employer contribution / active EE | $1,375 | $3,044-54.8% | $2,266-39.3% | $4,866-71.7% |
| Participant deferral / active EE | $9,877 | $4,292+130.1% | $3,560+177.5% | $5,352+84.6% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |