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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 | $136,980 | $180,459-24.1% | $154,108-11.1% | $135,380+1.2% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -3.01% | 888.21%-891.2pp | 735.21%-738.2pp | 519.81%-522.8pp |
| Employer contribution / active EE | $7,807 | $6,035+29.4% | $5,298+47.4% | $4,779+63.4% |
| Participant deferral / active EE | $5,060 | $5,806-12.9% | $5,081-0.4% | $5,609-9.8% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |