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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 | $103,011 | $138,078-25.4% | $125,363-17.8% | $134,509-23.4% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -13.68% | 750.49%-764.2pp | 572.15%-585.8pp | 418.13%-431.8pp |
| Employer contribution / active EE | $1,890 | $5,245-64.0% | $4,815-60.7% | $4,741-60.1% |
| Participant deferral / active EE | $4,778 | $7,800-38.7% | $7,447-35.8% | $6,400-25.4% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |