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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 | $56,801 | $138,078-58.9% | $125,363-54.7% | $134,509-57.8% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -17.16% | 750.49%-767.6pp | 572.15%-589.3pp | 418.13%-435.3pp |
| Employer contribution / active EE | $3,050 | $5,245-41.8% | $4,815-36.6% | $4,741-35.7% |
| Participant deferral / active EE | $4,878 | $7,800-37.5% | $7,447-34.5% | $6,400-23.8% |
| Admin fee / account holder | $168 | $11,566-98.5% | $10,005-98.3% | $11,427-98.5% |