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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 | $101,321 | $92,766+9.2% | $82,763+22.4% | $134,545-24.7% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -18.98% | 946.97%-966.0pp | 702.45%-721.4pp | 418.37%-437.3pp |
| Employer contribution / active EE | $521 | $3,273-84.1% | $3,008-82.7% | $4,742-89.0% |
| Participant deferral / active EE | $1,823 | $4,802-62.0% | $4,395-58.5% | $6,401-71.5% |
| Admin fee / account holder | $60 | $5,978-99.0% | $5,325-98.9% | $11,431-99.5% |