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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 | $90,411 | $175,259-48.4% | $149,723-39.6% | $139,487-35.2% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 19.39% | 166.82%-147.4pp | 134.50%-115.1pp | 373.84%-354.5pp |
| Employer contribution / active EE | $2,065 | $5,478-62.3% | $4,821-57.2% | $4,755-56.6% |
| Participant deferral / active EE | $7,516 | $6,522+15.2% | $5,682+32.3% | $6,713+12.0% |
| Admin fee / account holder | $212 | $16,158-98.7% | $13,215-98.4% | $11,407-98.1% |