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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 | $72,667 | $217,432-66.6% | $185,851-60.9% | $167,553-56.6% |
| Participation rate | 57.1% | 86.1%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 16.32% | 148.43%-132.1pp | 122.11%-105.8pp | 478.89%-462.6pp |
| Employer contribution / active EE | $7,511 | $5,874+27.9% | $5,168+45.3% | $4,840+55.2% |
| Participant deferral / active EE | $3,714 | $6,357-41.6% | $5,569-33.3% | $6,343-41.4% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |