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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 | $120,550 | $198,457-39.3% | $170,435-29.3% | $147,586-18.3% |
| Participation rate | 31.6% | 88.0%-56.4pp | 83.6%-52.0pp | 82.8%-51.2pp |
| Annual return | 18.66% | 257.30%-238.6pp | 205.94%-187.3pp | 578.59%-559.9pp |
| Employer contribution / active EE | $4,133 | $6,183-33.2% | $5,432-23.9% | $4,876-15.3% |
| Participant deferral / active EE | $4,662 | $5,629-17.2% | $4,939-5.6% | $5,439-14.3% |
| Admin fee / account holder | $6 | $16,852-100.0% | $13,881-100.0% | $10,886-99.9% |