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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 | $80,441 | $110,093-26.9% | $97,295-17.3% | $145,897-44.9% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 24.61% | 244.76%-220.1pp | 75.62%-51.0pp | 552.29%-527.7pp |
| Employer contribution / active EE | $1,637 | $3,077-46.8% | $2,723-39.9% | $4,663-64.9% |
| Participant deferral / active EE | $4,297 | $4,678-8.1% | $4,264+0.8% | $6,689-35.8% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |