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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 | $122,207 | $142,409-14.2% | $119,634+2.2% | $134,545-9.2% |
| Participation rate | 54.5% | 82.8%-28.3pp | 79.3%-24.7pp | 81.2%-26.7pp |
| Annual return | -12.74% | -12.46%-0.3pp | -14.98%+2.2pp | 418.37%-431.1pp |
| Employer contribution / active EE | $1,670 | $5,224-68.0% | $4,232-60.5% | $4,742-64.8% |
| Participant deferral / active EE | $3,364 | $6,468-48.0% | $5,601-39.9% | $6,401-47.5% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |