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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 | $84,169 | $111,787-24.7% | $93,681-10.2% | $145,978-42.3% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | 17.57% | 203.52%-185.9pp | 133.47%-115.9pp | 550.52%-532.9pp |
| Employer contribution / active EE | $2,038 | $3,093-34.1% | $2,422-15.8% | $4,662-56.3% |
| Participant deferral / active EE | $16,469 | $4,918+234.9% | $4,415+273.0% | $6,690+146.2% |
| Admin fee / account holder | $20 | $10,256-99.8% | $8,290-99.8% | $13,400-99.9% |