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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 | $31,648 | $175,259-81.9% | $149,723-78.9% | $139,487-77.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 25.54% | 166.82%-141.3pp | 134.50%-109.0pp | 373.84%-348.3pp |
| Employer contribution / active EE | $2,385 | $5,478-56.5% | $4,821-50.5% | $4,755-49.8% |
| Participant deferral / active EE | $8,323 | $6,522+27.6% | $5,682+46.5% | $6,713+24.0% |
| Admin fee / account holder | $202 | $16,158-98.7% | $13,215-98.5% | $11,407-98.2% |