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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 | $35,719 | $217,432-83.6% | $185,849-80.8% | $167,536-78.7% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 17.85% | 148.42%-130.6pp | 122.10%-104.2pp | 478.82%-461.0pp |
| Employer contribution / active EE | $4,442 | $5,875-24.4% | $5,169-14.1% | $4,839-8.2% |
| Participant deferral / active EE | $7,129 | $6,357+12.1% | $5,569+28.0% | $6,342+12.4% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |