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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 | $66,430 | $202,342-67.2% | $172,753-61.5% | $152,909-56.6% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 18.85% | 1029.88%-1011.0pp | 803.00%-784.2pp | 345.46%-326.6pp |
| Employer contribution / active EE | $3,581 | $5,857-38.9% | $5,144-30.4% | $4,764-24.8% |
| Participant deferral / active EE | $7,066 | $5,948+18.8% | $5,198+36.0% | $5,851+20.8% |
| Admin fee / account holder | $27 | $17,112-99.8% | $13,956-99.8% | $11,601-99.8% |