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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 | $75,833 | $69,012+9.9% | $160,037-52.6% | $68,490+10.7% |
| Participation rate | 65.4% | 65.4%0pp | 78.0%-12.6pp | 67.9%-2.5pp |
| Annual return | -18.29% | -9.65%-8.6pp | 408.95%-427.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $2,691 | $2,212+21.6% | $4,226-36.3% | $2,597+3.6% |
| Participant deferral / active EE | $5,545 | $4,212+31.7% | $6,184-10.3% | $4,028+37.7% |
| Admin fee / account holder | $11 | $4,798-99.8% | $8,716-99.9% | $5,403-99.8% |