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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 | $58,508 | $217,432-73.1% | $185,849-68.5% | $167,536-65.1% |
| Participation rate | 54.2% | 86.1%-31.9pp | 81.7%-27.5pp | 82.1%-27.9pp |
| Annual return | 37.21% | 148.42%-111.2pp | 122.10%-84.9pp | 478.82%-441.6pp |
| Employer contribution / active EE | $1,362 | $5,875-76.8% | $5,169-73.7% | $4,839-71.9% |
| Participant deferral / active EE | $3,176 | $6,357-50.0% | $5,569-43.0% | $6,342-49.9% |
| Admin fee / account holder | $13 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |