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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 | $56,888 | $217,432-73.8% | $185,849-69.4% | $167,536-66.0% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 50.32% | 148.42%-98.1pp | 122.10%-71.8pp | 478.82%-428.5pp |
| Employer contribution / active EE | $2,083 | $5,875-64.5% | $5,169-59.7% | $4,839-57.0% |
| Participant deferral / active EE | $5,013 | $6,357-21.2% | $5,569-10.0% | $6,342-21.0% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |