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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 | $69,903 | $118,875-41.2% | $96,572-27.6% | $167,553-58.3% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 19.83% | 50.50%-30.7pp | 37.79%-18.0pp | 478.89%-459.1pp |
| Employer contribution / active EE | $1,055 | $3,121-66.2% | $2,357-55.3% | $4,840-78.2% |
| Participant deferral / active EE | $5,363 | $4,617+16.1% | $3,850+39.3% | $6,343-15.5% |
| Admin fee / account holder | $20 | $8,070-99.8% | $6,183-99.7% | $12,316-99.8% |