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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 | $45,729 | $159,934-71.4% | $147,005-68.9% | $145,959-68.7% |
| Participation rate | 16.7% | 84.0%-67.3pp | 82.2%-65.5pp | 80.3%-63.6pp |
| Annual return | 30.90% | 98.24%-67.3pp | 418.76%-387.9pp | 561.95%-531.0pp |
| Employer contribution / active EE | $5,171 | $5,287-2.2% | $4,934+4.8% | $4,661+10.9% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $251 | $15,053-98.3% | $13,006-98.1% | $13,398-98.1% |