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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 | $40,256 | $32,117+25.3% | $71,086-43.4% | $64,173-37.3% |
| Participation rate | 63.5% | 42.7%+20.8pp | 54.7%+8.8pp | 69.6%-6.1pp |
| Annual return | -5.62% | -5.57%-0.1pp | 650.59%-656.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $918 | $712+28.9% | $1,088-15.6% | $2,381-61.4% |
| Participant deferral / active EE | $1,671 | $1,263+32.3% | $1,874-10.9% | $3,470-51.8% |
| Admin fee / account holder | $2 | $2,759-99.9% | $3,082-99.9% | $4,887-100.0% |