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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 | $120,886 | $84,628+42.8% | $61,501+96.6% | $134,545-10.2% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -15.66% | 585.61%-601.3pp | 339.04%-354.7pp | 418.37%-434.0pp |
| Employer contribution / active EE | $6,748 | $1,545+336.8% | $1,160+481.9% | $4,742+42.3% |
| Participant deferral / active EE | $9,000 | $2,819+219.3% | $2,125+323.6% | $6,401+40.6% |
| Admin fee / account holder | $217 | $2,587-91.6% | $2,132-89.8% | $11,431-98.1% |