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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 | $167,826 | $138,076+21.5% | $123,553+35.8% | $135,380+24.0% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -4.03% | 153.70%-157.7pp | 119.21%-123.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $1,285 | $5,152-75.1% | $4,628-72.2% | $4,779-73.1% |
| Participant deferral / active EE | $10,640 | $6,800+56.5% | $6,426+65.6% | $5,609+89.7% |
| Admin fee / account holder | $50 | $10,917-99.5% | $9,284-99.5% | $10,828-99.5% |