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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 | $49,072 | $135,956-63.9% | $123,894-60.4% | $273,972-82.1% |
| Participation rate | 46.2% | 84.1%-37.9pp | 81.4%-35.3pp | 83.0%-36.9pp |
| Annual return | 1828.92% | 56.63%+1772.3pp | 47.52%+1781.4pp | 41.46%+1787.5pp |
| Employer contribution / active EE | $1,200 | $5,170-76.8% | $4,617-74.0% | $4,869-75.4% |
| Participant deferral / active EE | $3,807 | $6,343-40.0% | $5,984-36.4% | $5,287-28.0% |
| Admin fee / account holder | $148 | $9,817-98.5% | $8,357-98.2% | $10,133-98.5% |