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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 | $28,695 | $138,072-79.2% | $123,549-76.8% | $135,382-78.8% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -8.42% | 153.69%-162.1pp | 119.20%-127.6pp | 519.77%-528.2pp |
| Employer contribution / active EE | $5,023 | $5,152-2.5% | $4,628+8.5% | $4,779+5.1% |
| Participant deferral / active EE | $15,273 | $6,799+124.6% | $6,426+137.7% | $5,609+172.3% |
| Admin fee / account holder | $88 | $10,917-99.2% | $9,284-99.0% | $10,829-99.2% |