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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 | $64,435 | $92,743-30.5% | $82,744-22.1% | $134,532-52.1% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -19.96% | 946.63%-966.6pp | 702.22%-722.2pp | 418.27%-438.2pp |
| Employer contribution / active EE | $4,245 | $3,273+29.7% | $3,008+41.1% | $4,741-10.5% |
| Participant deferral / active EE | $9,100 | $4,802+89.5% | $4,395+107.1% | $6,401+42.2% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |