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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 | $21,023 | $107,363-80.4% | $92,909-77.4% | $152,897-86.3% |
| Participation rate | 46.2% | 79.8%-33.6pp | 76.0%-29.9pp | 82.5%-36.3pp |
| Annual return | 15.46% | 145.63%-130.2pp | 109.44%-94.0pp | 345.43%-330.0pp |
| Employer contribution / active EE | $2,111 | $4,222-50.0% | $3,653-42.2% | $4,764-55.7% |
| Participant deferral / active EE | $2,245 | $4,848-53.7% | $4,238-47.0% | $5,851-61.6% |
| Admin fee / account holder | $180 | $7,082-97.5% | $5,795-96.9% | $11,599-98.4% |