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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 | $91,647 | $159,978-42.7% | $147,041-37.7% | $145,978-37.2% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 20.50% | 98.36%-77.9pp | 419.21%-398.7pp | 550.52%-530.0pp |
| Employer contribution / active EE | $3,173 | $5,288-40.0% | $4,935-35.7% | $4,662-31.9% |
| Participant deferral / active EE | $9,128 | $8,429+8.3% | $8,071+13.1% | $6,690+36.5% |
| Admin fee / account holder | $4 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |