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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 | $74,173 | $112,131-33.9% | $95,964-22.7% | $158,982-53.3% |
| Participation rate | 29.2% | 79.0%-49.8pp | 77.1%-47.9pp | 82.0%-52.8pp |
| Annual return | 27.94% | 171.19%-143.2pp | 91.64%-63.7pp | 302.99%-275.0pp |
| Employer contribution / active EE | $1,921 | $3,199-39.9% | $2,541-24.4% | $4,763-59.7% |
| Participant deferral / active EE | $5,501 | $4,784+15.0% | $4,167+32.0% | $5,983-8.1% |
| Admin fee / account holder | $4 | $10,136-100.0% | $6,797-99.9% | $11,252-100.0% |