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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 | $37,191 | $138,114-73.1% | $125,391-70.3% | $134,545-72.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -20.52% | 750.88%-771.4pp | 572.41%-592.9pp | 418.37%-438.9pp |
| Employer contribution / active EE | $4,805 | $5,246-8.4% | $4,816-0.2% | $4,742+1.3% |
| Participant deferral / active EE | $9,538 | $7,801+22.3% | $7,448+28.1% | $6,401+49.0% |
| Admin fee / account holder | $80 | $11,570-99.3% | $10,009-99.2% | $11,431-99.3% |