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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 | $83,485 | $121,677-31.4% | $104,625-20.2% | $158,966-47.5% |
| Participation rate | 50.0% | 77.5%-27.5pp | 74.1%-24.1pp | 82.0%-32.0pp |
| Annual return | 27.97% | 465.58%-437.6pp | 340.60%-312.6pp | 302.95%-275.0pp |
| Employer contribution / active EE | $1,680 | $3,165-46.9% | $2,681-37.4% | $4,762-64.7% |
| Participant deferral / active EE | $2,113 | $4,175-49.4% | $3,738-43.5% | $5,983-64.7% |
| Admin fee / account holder | -$57 | $7,777-100.7% | $6,465-100.9% | $11,250-100.5% |