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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 | $207,702 | $84,551+145.7% | $61,452+238.0% | $134,532+54.4% |
| Participation rate | 10.0% | 62.2%-52.2pp | 52.6%-42.6pp | 81.2%-71.2pp |
| Annual return | -15.63% | 585.39%-601.0pp | 338.96%-354.6pp | 418.27%-433.9pp |
| Employer contribution / active EE | $355 | $1,545-77.0% | $1,160-69.4% | $4,741-92.5% |
| Participant deferral / active EE | $2,590 | $2,818-8.1% | $2,125+21.9% | $6,401-59.5% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |