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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 | $89,131 | $209,425-57.4% | $178,499-50.1% | $158,966-43.9% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 14.68% | 188.80%-174.1pp | 151.10%-136.4pp | 302.95%-288.3pp |
| Employer contribution / active EE | $1,333 | $5,707-76.6% | $5,011-73.4% | $4,762-72.0% |
| Participant deferral / active EE | $8,000 | $5,955+34.3% | $5,202+53.8% | $5,983+33.7% |
| Admin fee / account holder | $20 | $17,078-99.9% | $13,986-99.9% | $11,250-99.8% |