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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 | $151,223 | $84,697+78.5% | $73,845+104.8% | $125,393+20.6% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.4%-13.4pp | 83.2%-23.2pp |
| Annual return | -1.16% | 3123.66%-3124.8pp | 2267.91%-2269.1pp | 282.23%-283.4pp |
| Employer contribution / active EE | $960 | $3,123-69.3% | $2,788-65.6% | $4,866-80.3% |
| Participant deferral / active EE | $9,809 | $3,993+145.7% | $3,583+173.7% | $5,351+83.3% |
| Admin fee / account holder | $141 | $5,692-97.5% | $4,881-97.1% | $9,541-98.5% |