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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 | $88,496 | $81,643+8.4% | $70,462+25.6% | $158,950-44.3% |
| Participation rate | 8.3% | 77.7%-69.4pp | 75.1%-66.7pp | 82.0%-73.6pp |
| Annual return | 16.83% | 208.51%-191.7pp | 109.08%-92.2pp | 302.91%-286.1pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,125 | $4,555-53.3% | $3,710-42.7% | $5,983-64.5% |
| Admin fee / account holder | $90 | $6,194-98.5% | $3,845-97.7% | $11,248-99.2% |