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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 | $74,938 | $138,078-45.7% | $125,363-40.2% | $134,509-44.3% |
| Participation rate | 57.1% | 84.5%-27.3pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -17.63% | 750.49%-768.1pp | 572.15%-589.8pp | 418.13%-435.8pp |
| Employer contribution / active EE | $1,125 | $5,245-78.5% | $4,815-76.6% | $4,741-76.3% |
| Participant deferral / active EE | $2,840 | $7,800-63.6% | $7,447-61.9% | $6,400-55.6% |
| Admin fee / account holder | $122 | $11,566-98.9% | $10,005-98.8% | $11,427-98.9% |