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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 | $111,108 | $202,342-45.1% | $172,753-35.7% | $152,909-27.3% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 16.06% | 1029.88%-1013.8pp | 803.00%-786.9pp | 345.46%-329.4pp |
| Employer contribution / active EE | $2,025 | $5,857-65.4% | $5,144-60.6% | $4,764-57.5% |
| Participant deferral / active EE | $4,428 | $5,948-25.6% | $5,198-14.8% | $5,851-24.3% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |