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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 | $140,917 | $183,516-23.2% | $155,534-9.4% | $145,884-3.4% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 11.90% | 61.43%-49.5pp | 64.92%-53.0pp | 551.85%-539.9pp |
| Employer contribution / active EE | $2,429 | $5,315-54.3% | $4,675-48.0% | $4,662-47.9% |
| Participant deferral / active EE | $3,286 | $6,467-49.2% | $5,630-41.6% | $6,690-50.9% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |