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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 | $61,402 | $70,366-12.7% | $66,674-7.9% | $138,895-55.8% |
| Participation rate | 69.2% | 76.2%-6.9pp | 73.7%-4.4pp | 79.9%-10.7pp |
| Annual return | 22.03% | 386.41%-364.4pp | 321.24%-299.2pp | 145.39%-123.4pp |
| Employer contribution / active EE | $1,870 | $2,765-32.4% | $2,620-28.6% | $4,194-55.4% |
| Participant deferral / active EE | $2,501 | $4,374-42.8% | $4,084-38.8% | $6,396-60.9% |
| Admin fee / account holder | $20 | $5,262-99.6% | $5,098-99.6% | $12,562-99.8% |