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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 | $154,334 | $133,981+15.2% | $112,249+37.5% | $134,532+14.7% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -18.21% | 47.16%-65.4pp | 27.48%-45.7pp | 418.27%-436.5pp |
| Employer contribution / active EE | $18,350 | $4,040+354.2% | $3,636+404.7% | $4,741+287.0% |
| Participant deferral / active EE | $13,697 | $5,292+158.8% | $4,729+189.6% | $6,401+114.0% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |