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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 | $58,573 | $72,071-18.7% | $68,368-14.3% | $137,256-57.3% |
| Participation rate | 68.8% | 76.2%-7.5pp | 73.8%-5.0pp | 80.0%-11.2pp |
| Annual return | 19.80% | 353.14%-333.3pp | 292.57%-272.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,417 | $2,788-49.2% | $2,649-46.5% | $4,156-65.9% |
| Participant deferral / active EE | $2,257 | $4,410-48.8% | $4,123-45.3% | $6,407-64.8% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |