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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 | $91,094 | $132,099-31.0% | $115,599-21.2% | $138,895-34.4% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.3%-7.6pp | 79.9%-13.3pp |
| Annual return | 19.05% | 176.76%-157.7pp | 111.10%-92.0pp | 145.39%-126.3pp |
| Employer contribution / active EE | $2,100 | $3,416-38.5% | $2,955-29.0% | $4,194-49.9% |
| Participant deferral / active EE | $4,569 | $5,617-18.7% | $4,889-6.6% | $6,396-28.6% |
| Admin fee / account holder | $0 | $15,650-100.0% | $12,841-100.0% | $12,562-100.0% |