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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 | $68,389 | $109,327-37.4% | $89,391-23.5% | $158,931-57.0% |
| Participation rate | 69.2% | 74.3%-5.0pp | 68.0%+1.3pp | 82.0%-12.7pp |
| Annual return | 19.79% | 345.68%-325.9pp | 245.62%-225.8pp | 302.86%-283.1pp |
| Employer contribution / active EE | $2,065 | $3,170-34.9% | $2,586-20.1% | $4,761-56.6% |
| Participant deferral / active EE | $5,857 | $4,598+27.4% | $3,890+50.6% | $5,982-2.1% |
| Admin fee / account holder | $77 | $6,153-98.7% | $4,881-98.4% | $11,247-99.3% |