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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 | $62,045 | $202,342-69.3% | $172,753-64.1% | $152,909-59.4% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 16.01% | 1029.88%-1013.9pp | 803.00%-787.0pp | 345.46%-329.5pp |
| Employer contribution / active EE | $10,000 | $5,857+70.7% | $5,144+94.4% | $4,764+109.9% |
| Participant deferral / active EE | $6,979 | $5,948+17.3% | $5,198+34.3% | $5,851+19.3% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |