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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 | $81,035 | $108,882-25.6% | $96,754-16.2% | $154,746-47.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 15.67% | 98.39%-82.7pp | 82.04%-66.4pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,887 | $3,018-37.5% | $2,679-29.6% | $4,379-56.9% |
| Participant deferral / active EE | $4,455 | $5,323-16.3% | $4,758-6.4% | $6,730-33.8% |
| Admin fee / account holder | $103 | $10,200-99.0% | $8,905-98.8% | $14,365-99.3% |