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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 | $100,689 | $156,398-35.6% | $147,318-31.7% | $138,895-27.5% |
| Participation rate | 36.4% | 83.8%-47.4pp | 82.1%-45.7pp | 79.9%-43.6pp |
| Annual return | 44.49% | 78.75%-34.3pp | 70.43%-25.9pp | 145.39%-100.9pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,705 | $8,237-55.0% | $7,906-53.1% | $6,396-42.1% |
| Admin fee / account holder | $23 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |