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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 | $98,851 | $169,336-41.6% | $129,384-23.6% | $145,884-32.2% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 15.57% | 14408.70%-14393.1pp | 9461.77%-9446.2pp | 551.85%-536.3pp |
| Employer contribution / active EE | $3,513 | $5,540-36.6% | $4,153-15.4% | $4,662-24.7% |
| Participant deferral / active EE | $19,133 | $4,985+283.8% | $4,166+359.3% | $6,690+186.0% |
| Admin fee / account holder | $33 | $9,912-99.7% | $7,686-99.6% | $13,392-99.8% |