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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 | $77,107 | $106,008-27.3% | $92,240-16.4% | $147,586-47.8% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 10.21% | 50.05%-39.8pp | 176.29%-166.1pp | 578.59%-568.4pp |
| Employer contribution / active EE | $982 | $4,333-77.3% | $3,680-73.3% | $4,876-79.9% |
| Participant deferral / active EE | $3,104 | $4,478-30.7% | $3,897-20.4% | $5,439-42.9% |
| Admin fee / account holder | $175 | $6,333-97.2% | $5,194-96.6% | $10,886-98.4% |