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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 | $54,434 | $107,363-49.3% | $92,909-41.4% | $152,897-64.4% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 21.69% | 145.63%-123.9pp | 109.44%-87.8pp | 345.43%-323.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,270 | $4,848-11.9% | $4,238+0.8% | $5,851-27.0% |
| Admin fee / account holder | $5 | $7,082-99.9% | $5,795-99.9% | $11,599-100.0% |