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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 | $51,010 | $217,432-76.5% | $185,851-72.6% | $167,553-69.6% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 9.87% | 148.43%-138.6pp | 122.11%-112.2pp | 478.89%-469.0pp |
| Employer contribution / active EE | $2,349 | $5,874-60.0% | $5,168-54.6% | $4,840-51.5% |
| Participant deferral / active EE | $5,872 | $6,357-7.6% | $5,569+5.5% | $6,343-7.4% |
| Admin fee / account holder | $194 | $19,820-99.0% | $16,245-98.8% | $12,316-98.4% |