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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 | $55,467 | $160,040-65.3% | $147,096-62.3% | $145,877-62.0% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 12.27% | 98.49%-86.2pp | 419.75%-407.5pp | 551.28%-539.0pp |
| Employer contribution / active EE | $2,666 | $5,289-49.6% | $4,936-46.0% | $4,663-42.8% |
| Participant deferral / active EE | $5,935 | $8,429-29.6% | $8,071-26.5% | $6,691-11.3% |
| Admin fee / account holder | $284 | $15,050-98.1% | $13,005-97.8% | $13,402-97.9% |