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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 | $60,586 | $190,879-68.3% | $160,009-62.1% | $134,532-55.0% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.0%-53.0pp | 81.2%-56.2pp |
| Annual return | -19.46% | 552.63%-572.1pp | 408.85%-428.3pp | 418.27%-437.7pp |
| Employer contribution / active EE | $1,563 | $4,995-68.7% | $4,225-63.0% | $4,741-67.0% |
| Participant deferral / active EE | $4,363 | $6,924-37.0% | $6,183-29.4% | $6,401-31.8% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |