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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 | $121,439 | $208,088-41.6% | $186,193-34.8% | $154,746-21.5% |
| Participation rate | 42.9% | 80.0%-37.1pp | 77.1%-34.3pp | 80.7%-37.8pp |
| Annual return | 21.32% | 89.97%-68.7pp | 78.03%-56.7pp | 172.34%-151.0pp |
| Employer contribution / active EE | $8,347 | $4,340+92.3% | $3,918+113.0% | $4,379+90.6% |
| Participant deferral / active EE | $5,633 | $7,078-20.4% | $6,513-13.5% | $6,730-16.3% |
| Admin fee / account holder | $20 | $11,698-99.8% | $11,058-99.8% | $14,365-99.9% |