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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 | $97,771 | $138,076-29.2% | $123,553-20.9% | $135,380-27.8% |
| Participation rate | 69.2% | 84.7%-15.5pp | 82.3%-13.1pp | 82.6%-13.4pp |
| Annual return | -8.00% | 153.70%-161.7pp | 119.21%-127.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $1,112 | $5,152-78.4% | $4,628-76.0% | $4,779-76.7% |
| Participant deferral / active EE | $4,613 | $6,800-32.2% | $6,426-28.2% | $5,609-17.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |