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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 | $115,200 | $92,743+24.2% | $82,744+39.2% | $134,532-14.4% |
| Participation rate | 58.8% | 75.2%-16.4pp | 72.6%-13.7pp | 81.2%-22.4pp |
| Annual return | -16.11% | 946.63%-962.7pp | 702.22%-718.3pp | 418.27%-434.4pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,127 | $4,802-14.0% | $4,395-6.1% | $6,401-35.5% |
| Admin fee / account holder | $113 | $5,977-98.1% | $5,325-97.9% | $11,429-99.0% |