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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 | $56,086 | $198,457-71.7% | $170,435-67.1% | $147,586-62.0% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 24.74% | 257.30%-232.6pp | 205.94%-181.2pp | 578.59%-553.9pp |
| Employer contribution / active EE | $6,650 | $6,183+7.6% | $5,432+22.4% | $4,876+36.4% |
| Participant deferral / active EE | $4,589 | $5,629-18.5% | $4,939-7.1% | $5,439-15.6% |
| Admin fee / account holder | $27 | $16,852-99.8% | $13,881-99.8% | $10,886-99.8% |