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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 | $236,061 | $190,879+23.7% | $160,009+47.5% | $134,532+75.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -14.19% | 552.63%-566.8pp | 408.85%-423.0pp | 418.27%-432.5pp |
| Employer contribution / active EE | $698 | $4,995-86.0% | $4,225-83.5% | $4,741-85.3% |
| Participant deferral / active EE | $3,388 | $6,924-51.1% | $6,183-45.2% | $6,401-47.1% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |