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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 | $50,487 | $160,070-68.5% | $147,117-65.7% | $145,897-65.4% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 24.61% | 98.69%-74.1pp | 420.54%-395.9pp | 552.29%-527.7pp |
| Employer contribution / active EE | $1,621 | $5,285-69.3% | $4,932-67.1% | $4,663-65.2% |
| Participant deferral / active EE | $2,595 | $8,419-69.2% | $8,065-67.8% | $6,689-61.2% |
| Admin fee / account holder | $62 | $15,035-99.6% | $12,993-99.5% | $13,390-99.5% |