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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 | $108,110 | $103,038+4.9% | $90,324+19.7% | $152,909-29.3% |
| Participation rate | 65.2% | 75.9%-10.7pp | 73.3%-8.1pp | 82.5%-17.2pp |
| Annual return | 21.34% | 95.25%-73.9pp | 78.15%-56.8pp | 345.46%-324.1pp |
| Employer contribution / active EE | $1,807 | $3,141-42.5% | $2,856-36.7% | $4,764-62.1% |
| Participant deferral / active EE | $3,826 | $4,282-10.7% | $3,885-1.5% | $5,851-34.6% |
| Admin fee / account holder | $222 | $6,177-96.4% | $5,356-95.9% | $11,601-98.1% |