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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 | $103,943 | $95,975+8.3% | $74,549+39.4% | $135,379-23.2% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -9.14% | 56.96%-66.1pp | 32.53%-41.7pp | 519.79%-528.9pp |
| Employer contribution / active EE | $1,600 | $2,716-41.1% | $1,961-18.4% | $4,779-66.5% |
| Participant deferral / active EE | $10,769 | $3,844+180.2% | $3,108+246.5% | $5,609+92.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |