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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 | $124,468 | $148,623-16.3% | $135,974-8.5% | $139,466-10.8% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 14.11% | 79.30%-65.2pp | 68.30%-54.2pp | 373.66%-359.6pp |
| Employer contribution / active EE | $3,065 | $5,246-41.6% | $4,859-36.9% | $4,754-35.5% |
| Participant deferral / active EE | $9,309 | $8,103+14.9% | $7,760+20.0% | $6,712+38.7% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |