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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 | $99,486 | $82,288+20.9% | $68,794+44.6% | $134,509-26.0% |
| Participation rate | 36.4% | 75.1%-38.7pp | 69.0%-32.7pp | 81.2%-44.9pp |
| Annual return | -14.49% | -2.19%-12.3pp | -6.37%-8.1pp | 418.13%-432.6pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,642 | $4,738-65.4% | $3,941-58.3% | $6,400-74.4% |
| Admin fee / account holder | $0 | $6,482-100.0% | $4,934-100.0% | $11,427-100.0% |