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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 | $208,637 | $106,115+96.6% | $85,969+142.7% | $125,388+66.4% |
| Participation rate | 16.7% | 84.1%-67.4pp | 76.5%-59.9pp | 83.2%-66.5pp |
| Annual return | -1.74% | 13.93%-15.7pp | 9.32%-11.1pp | 282.24%-284.0pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $3,474-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,541-100.0% |