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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 | $98,328 | $124,351-20.9% | $109,188-9.9% | $167,553-41.3% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 9.81% | 26.04%-16.2pp | 25.76%-15.9pp | 478.89%-469.1pp |
| Employer contribution / active EE | $23,704 | $4,210+463.1% | $3,723+536.7% | $4,840+389.8% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |