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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 | $129,435 | $100,792+28.4% | $86,691+49.3% | $134,509-3.8% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -19.61% | 29.08%-48.7pp | 35.94%-55.6pp | 418.13%-437.7pp |
| Employer contribution / active EE | $1,568 | $3,491-55.1% | $2,837-44.7% | $4,741-66.9% |
| Participant deferral / active EE | $7,319 | $5,339+37.1% | $4,656+57.2% | $6,400+14.4% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |