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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 | $89,905 | $102,595-12.4% | $94,057-4.4% | $154,746-41.9% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 13.93% | 583.42%-569.5pp | 480.62%-466.7pp | 172.34%-158.4pp |
| Employer contribution / active EE | $402 | $3,147-87.2% | $2,933-86.3% | $4,379-90.8% |
| Participant deferral / active EE | $5,028 | $5,118-1.8% | $4,709+6.8% | $6,730-25.3% |
| Admin fee / account holder | $44 | $7,736-99.4% | $7,244-99.4% | $14,365-99.7% |