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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 | $60,788 | $111,830-45.6% | $93,696-35.1% | $145,884-58.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 9.69% | 204.08%-194.4pp | 133.74%-124.0pp | 551.85%-542.2pp |
| Employer contribution / active EE | $919 | $3,093-70.3% | $2,422-62.1% | $4,662-80.3% |
| Participant deferral / active EE | $5,461 | $4,920+11.0% | $4,417+23.7% | $6,690-18.4% |
| Admin fee / account holder | $282 | $10,249-97.3% | $8,287-96.6% | $13,392-97.9% |