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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 | $43,485 | $190,916-77.2% | $160,037-72.8% | $134,545-67.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -13.80% | 552.79%-566.6pp | 408.95%-422.8pp | 418.37%-432.2pp |
| Employer contribution / active EE | $5,941 | $4,996+18.9% | $4,226+40.6% | $4,742+25.3% |
| Participant deferral / active EE | $9,000 | $6,925+30.0% | $6,184+45.5% | $6,401+40.6% |
| Admin fee / account holder | $0 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |