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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 | $82,600 | $150,346-45.1% | $120,524-31.5% | $145,877-43.4% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.3pp | 80.3%-13.6pp |
| Annual return | 11.48% | 154.40%-142.9pp | 107.36%-95.9pp | 551.28%-539.8pp |
| Employer contribution / active EE | $2,583 | $4,353-40.7% | $3,469-25.5% | $4,663-44.6% |
| Participant deferral / active EE | $4,875 | $6,172-21.0% | $4,994-2.4% | $6,691-27.1% |
| Admin fee / account holder | $167 | $12,215-98.6% | $9,440-98.2% | $13,402-98.8% |