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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 | $67,073 | $102,595-34.6% | $94,057-28.7% | $154,746-56.7% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 22.34% | 583.42%-561.1pp | 480.62%-458.3pp | 172.34%-150.0pp |
| Employer contribution / active EE | $2,444 | $3,147-22.3% | $2,933-16.7% | $4,379-44.2% |
| Participant deferral / active EE | $10,767 | $5,118+110.4% | $4,709+128.6% | $6,730+60.0% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |