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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 | $115,134 | $111,830+3.0% | $93,696+22.9% | $145,884-21.1% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.2pp |
| Annual return | 11.16% | 204.08%-192.9pp | 133.74%-122.6pp | 551.85%-540.7pp |
| Employer contribution / active EE | $1,032 | $3,093-66.6% | $2,422-57.4% | $4,662-77.9% |
| Participant deferral / active EE | $15,327 | $4,920+211.5% | $4,417+247.0% | $6,690+129.1% |
| Admin fee / account holder | $93 | $10,249-99.1% | $8,287-98.9% | $13,392-99.3% |