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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 | $152,691 | $138,072+10.6% | $123,549+23.6% | $135,382+12.8% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -6.65% | 153.69%-160.3pp | 119.20%-125.8pp | 519.77%-526.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,952 | $6,799+75.8% | $6,426+86.0% | $5,609+113.1% |
| Admin fee / account holder | $92 | $10,917-99.2% | $9,284-99.0% | $10,829-99.2% |