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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 | $128,500 | $135,645-5.3% | $110,243+16.6% | $135,379-5.1% |
| Participation rate | 61.5% | 83.5%-21.9pp | 79.8%-18.3pp | 82.6%-21.1pp |
| Annual return | -4.38% | 513.24%-517.6pp | 314.76%-319.1pp | 519.79%-524.2pp |
| Employer contribution / active EE | $2,556 | $4,907-47.9% | $3,827-33.2% | $4,779-46.5% |
| Participant deferral / active EE | $4,962 | $5,507-9.9% | $4,672+6.2% | $5,609-11.5% |
| Admin fee / account holder | $36 | $11,458-99.7% | $8,548-99.6% | $10,828-99.7% |