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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 | $72,676 | $97,761-25.7% | $83,850-13.3% | $135,382-46.3% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -8.48% | 1287.44%-1295.9pp | 850.92%-859.4pp | 519.77%-528.3pp |
| Employer contribution / active EE | $13,324 | $4,222+215.6% | $3,631+267.0% | $4,779+178.8% |
| Participant deferral / active EE | $12,333 | $4,682+163.4% | $4,082+202.2% | $5,609+119.9% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |