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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 | $49,835 | $154,193-67.7% | $130,045-61.7% | $139,466-64.3% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 18.65% | 32.51%-13.9pp | -137.30%+156.0pp | 373.66%-355.0pp |
| Employer contribution / active EE | $3,479 | $5,292-34.3% | $4,321-19.5% | $4,754-26.8% |
| Participant deferral / active EE | $11,078 | $6,709+65.1% | $5,820+90.3% | $6,712+65.1% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |