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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 | $30,426 | $160,028-81.0% | $147,080-79.3% | $145,884-79.1% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 13.29% | 98.60%-85.3pp | 420.17%-406.9pp | 551.85%-538.6pp |
| Employer contribution / active EE | $4,035 | $5,286-23.7% | $4,933-18.2% | $4,662-13.5% |
| Participant deferral / active EE | $5,560 | $8,422-34.0% | $8,066-31.1% | $6,690-16.9% |
| Admin fee / account holder | $53 | $15,030-99.6% | $12,989-99.6% | $13,392-99.6% |