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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 | $133,009 | $202,342-34.3% | $172,753-23.0% | $152,909-13.0% |
| Participation rate | 54.5% | 87.1%-32.5pp | 82.6%-28.1pp | 82.5%-27.9pp |
| Annual return | 24.14% | 1029.88%-1005.7pp | 803.00%-778.9pp | 345.46%-321.3pp |
| Employer contribution / active EE | $1,426 | $5,857-75.7% | $5,144-72.3% | $4,764-70.1% |
| Participant deferral / active EE | $3,040 | $5,948-48.9% | $5,198-41.5% | $5,851-48.0% |
| Admin fee / account holder | $14 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |