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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 | $74,970 | $102,385-26.8% | $147,080-49.0% | $80,935-7.4% |
| Participation rate | 56.0% | 75.9%-19.9pp | 82.2%-26.2pp | 67.7%-11.7pp |
| Annual return | 15.57% | 135.09%-119.5pp | 420.17%-404.6pp | 35.66%-20.1pp |
| Employer contribution / active EE | $2,885 | $3,717-22.4% | $4,933-41.5% | $2,757+4.6% |
| Participant deferral / active EE | $3,941 | $6,651-40.7% | $8,066-51.1% | $4,299-8.3% |
| Admin fee / account holder | $0 | $7,951-100.0% | $12,989-100.0% | $6,924-100.0% |