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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 | $109,402 | $58,258+87.8% | $81,820+33.7% | $80,925+35.2% |
| Participation rate | 59.6% | 63.5%-3.9pp | 72.4%-12.8pp | 67.7%-8.1pp |
| Annual return | 29.41% | 41.76%-12.4pp | 777.93%-748.5pp | 35.65%-6.2pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $227 | $4,976-95.4% | $7,391-96.9% | $6,940-96.7% |