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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 | $139,666 | $54,370+156.9% | $82,763+68.8% | $68,490+103.9% |
| Participation rate | 57.1% | 63.9%-6.8pp | 72.6%-15.4pp | 67.9%-10.8pp |
| Annual return | -15.85% | -13.67%-2.2pp | 702.45%-718.3pp | -7.85%-8.0pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,950 | $3,247+21.6% | $4,395-10.1% | $4,028-1.9% |
| Admin fee / account holder | $118 | $4,398-97.3% | $5,325-97.8% | $5,403-97.8% |