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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 | $123,917 | $100,811+22.9% | $86,698+42.9% | $134,545-7.9% |
| Participation rate | 27.3% | 79.0%-51.7pp | 76.6%-49.3pp | 81.2%-54.0pp |
| Annual return | -19.55% | 29.11%-48.7pp | 35.96%-55.5pp | 418.37%-437.9pp |
| Employer contribution / active EE | $1,741 | $3,490-50.1% | $2,837-38.6% | $4,742-63.3% |
| Participant deferral / active EE | $1,884 | $5,339-64.7% | $4,656-59.5% | $6,401-70.6% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |