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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 | $76,418 | $148,582-48.6% | $135,942-43.8% | $139,456-45.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 19.44% | 79.26%-59.8pp | 68.28%-48.8pp | 373.45%-354.0pp |
| Employer contribution / active EE | $3,107 | $5,245-40.8% | $4,858-36.0% | $4,753-34.6% |
| Participant deferral / active EE | $7,685 | $8,101-5.1% | $7,759-0.9% | $6,711+14.5% |
| Admin fee / account holder | $19 | $12,402-99.8% | $10,764-99.8% | $11,407-99.8% |