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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 | $79,859 | $109,344-27.0% | $89,400-10.7% | $158,950-49.8% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.0%-8.0pp | 82.0%-22.0pp |
| Annual return | 157.12% | 345.73%-188.6pp | 245.64%-88.5pp | 302.91%-145.8pp |
| Employer contribution / active EE | $1,123 | $3,170-64.6% | $2,586-56.6% | $4,762-76.4% |
| Participant deferral / active EE | $1,391 | $4,599-69.7% | $3,890-64.2% | $5,983-76.7% |
| Admin fee / account holder | $254 | $6,154-95.9% | $4,882-94.8% | $11,248-97.7% |