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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 | $87,858 | $90,606-3.0% | $79,466+10.6% | $135,379-35.1% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | -0.51% | 977.69%-978.2pp | 718.28%-718.8pp | 519.79%-520.3pp |
| Employer contribution / active EE | $7,362 | $3,068+140.0% | $2,800+162.9% | $4,779+54.0% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $64 | $5,895-98.9% | $5,104-98.8% | $10,828-99.4% |