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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 | $48,211 | $138,076-65.1% | $123,553-61.0% | $135,380-64.4% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -5.99% | 153.70%-159.7pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $1,630 | $5,152-68.4% | $4,628-64.8% | $4,779-65.9% |
| Participant deferral / active EE | $8,929 | $6,800+31.3% | $6,426+39.0% | $5,609+59.2% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,284-99.8% | $10,828-99.9% |