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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 | $69,451 | $159,978-56.6% | $147,041-52.8% | $145,978-52.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.67% | 98.36%-86.7pp | 419.21%-407.5pp | 550.52%-538.8pp |
| Employer contribution / active EE | $3,311 | $5,288-37.4% | $4,935-32.9% | $4,662-29.0% |
| Participant deferral / active EE | $4,139 | $8,429-50.9% | $8,071-48.7% | $6,690-38.1% |
| Admin fee / account holder | $29 | $15,053-99.8% | $13,006-99.8% | $13,400-99.8% |