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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 | $108,970 | $160,040-31.9% | $147,096-25.9% | $145,877-25.3% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 18.30% | 98.49%-80.2pp | 419.75%-401.4pp | 551.28%-533.0pp |
| Employer contribution / active EE | $1,245 | $5,289-76.5% | $4,936-74.8% | $4,663-73.3% |
| Participant deferral / active EE | $7,435 | $8,429-11.8% | $8,071-7.9% | $6,691+11.1% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |