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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 | $181,747 | $135,645+34.0% | $110,243+64.9% | $135,380+34.2% |
| Participation rate | 36.4% | 83.5%-47.1pp | 79.8%-43.5pp | 82.6%-46.3pp |
| Annual return | -3.14% | 513.24%-516.4pp | 314.76%-317.9pp | 519.81%-522.9pp |
| Employer contribution / active EE | $1,484 | $4,907-69.7% | $3,827-61.2% | $4,779-68.9% |
| Participant deferral / active EE | $4,549 | $5,507-17.4% | $4,672-2.6% | $5,609-18.9% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |