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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 | $107,754 | $88,778+21.4% | $81,844+31.7% | $145,884-26.1% |
| Participation rate | 63.6% | 75.1%-11.4pp | 72.4%-8.7pp | 80.3%-16.7pp |
| Annual return | 11.94% | 1033.03%-1021.1pp | 778.87%-766.9pp | 551.85%-539.9pp |
| Employer contribution / active EE | $981 | $3,087-68.2% | $2,916-66.4% | $4,662-79.0% |
| Participant deferral / active EE | $6,956 | $4,648+49.7% | $4,323+60.9% | $6,690+4.0% |
| Admin fee / account holder | $63 | $8,430-99.3% | $7,355-99.2% | $13,392-99.5% |