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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 | $37,833 | $150,197-74.8% | $120,368-68.6% | $145,959-74.1% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 19.25% | 154.26%-135.0pp | 107.26%-88.0pp | 561.95%-542.7pp |
| Employer contribution / active EE | $2,795 | $4,350-35.8% | $3,465-19.3% | $4,661-40.0% |
| Participant deferral / active EE | $4,022 | $6,174-34.9% | $4,991-19.4% | $6,689-39.9% |
| Admin fee / account holder | $47 | $12,216-99.6% | $9,429-99.5% | $13,398-99.6% |