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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 | $50,154 | $97,761-48.7% | $83,850-40.2% | $135,382-63.0% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -9.48% | 1287.44%-1296.9pp | 850.92%-860.4pp | 519.77%-529.2pp |
| Employer contribution / active EE | $2,081 | $4,222-50.7% | $3,631-42.7% | $4,779-56.5% |
| Participant deferral / active EE | $5,074 | $4,682+8.4% | $4,082+24.3% | $5,609-9.5% |
| Admin fee / account holder | $38 | $6,674-99.4% | $5,478-99.3% | $10,829-99.6% |