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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 | $53,009 | $159,978-66.9% | $147,041-63.9% | $145,978-63.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 18.46% | 98.36%-79.9pp | 419.21%-400.8pp | 550.52%-532.1pp |
| Employer contribution / active EE | $1,965 | $5,288-62.8% | $4,935-60.2% | $4,662-57.8% |
| Participant deferral / active EE | $3,163 | $8,429-62.5% | $8,071-60.8% | $6,690-52.7% |
| Admin fee / account holder | $161 | $15,053-98.9% | $13,006-98.8% | $13,400-98.8% |