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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 | $82,249 | $112,915-27.2% | $90,965-9.6% | $158,950-48.3% |
| Participation rate | 30.4% | 74.7%-44.3pp | 69.0%-38.6pp | 82.0%-51.5pp |
| Annual return | 19.41% | 215.75%-196.3pp | 134.57%-115.2pp | 302.91%-283.5pp |
| Employer contribution / active EE | $663 | $2,894-77.1% | $2,122-68.7% | $4,762-86.1% |
| Participant deferral / active EE | $2,403 | $4,128-41.8% | $3,373-28.8% | $5,983-59.8% |
| Admin fee / account holder | $165 | $8,044-98.0% | $5,960-97.2% | $11,248-98.5% |