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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 | $65,375 | $176,077-62.9% | $159,455-59.0% | $167,518-61.0% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 14.59% | 331.83%-317.2pp | 263.63%-249.0pp | 478.71%-464.1pp |
| Employer contribution / active EE | $1,080 | $5,298-79.6% | $4,830-77.6% | $4,838-77.7% |
| Participant deferral / active EE | $4,860 | $7,751-37.3% | $7,353-33.9% | $6,342-23.4% |
| Admin fee / account holder | $279 | $12,556-97.8% | $10,800-97.4% | $12,312-97.7% |