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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 | $206,264 | $138,102+49.4% | $125,381+64.5% | $134,532+53.3% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -15.83% | 750.73%-766.6pp | 572.31%-588.1pp | 418.27%-434.1pp |
| Employer contribution / active EE | $2,354 | $5,245-55.1% | $4,815-51.1% | $4,741-50.3% |
| Participant deferral / active EE | $6,398 | $7,801-18.0% | $7,448-14.1% | $6,4010% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |