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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 | $37,813 | $175,259-78.4% | $149,723-74.7% | $139,487-72.9% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 25.76% | 166.82%-141.1pp | 134.50%-108.7pp | 373.84%-348.1pp |
| Employer contribution / active EE | $1,828 | $5,478-66.6% | $4,821-62.1% | $4,755-61.6% |
| Participant deferral / active EE | $10,155 | $6,522+55.7% | $5,682+78.7% | $6,713+51.3% |
| Admin fee / account holder | $42 | $16,158-99.7% | $13,215-99.7% | $11,407-99.6% |