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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 | $84,461 | $72,071+17.2% | $68,368+23.5% | $137,256-38.5% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 19.24% | 353.14%-333.9pp | 292.57%-273.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,498 | $2,788-46.3% | $2,649-43.5% | $4,156-64.0% |
| Participant deferral / active EE | $7,243 | $4,410+64.2% | $4,123+75.7% | $6,407+13.0% |
| Admin fee / account holder | $278 | $5,336-94.8% | $5,150-94.6% | $12,270-97.7% |