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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 | $125,013 | $158,852-21.3% | $121,220+3.1% | $135,380-7.7% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.8%-21.8pp | 82.6%-32.6pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.94%-16.9pp | 519.81%-519.8pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $15 | $6,515-99.8% | $5,021-99.7% | $10,828-99.9% |