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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 | $80,710 | $99,011-18.5% | $86,582-6.8% | $147,586-45.3% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 12.86% | 1312.75%-1299.9pp | 965.08%-952.2pp | 578.59%-565.7pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,198 | $3,972+30.9% | $3,609+44.0% | $5,439-4.4% |
| Admin fee / account holder | $93 | $5,709-98.4% | $4,904-98.1% | $10,886-99.1% |