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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 | $73,603 | $169,161-56.5% | $129,295-43.1% | $145,959-49.6% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 12.19% | 14348.07%-14335.9pp | 9429.28%-9417.1pp | 561.95%-549.8pp |
| Employer contribution / active EE | $851 | $5,543-84.6% | $4,157-79.5% | $4,661-81.7% |
| Participant deferral / active EE | $3,039 | $4,989-39.1% | $4,169-27.1% | $6,689-54.6% |
| Admin fee / account holder | $136 | $9,878-98.6% | $7,665-98.2% | $13,398-99.0% |