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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 | $79,359 | $173,340-54.2% | $136,007-41.7% | $145,959-45.6% |
| Participation rate | 40.0% | 80.5%-40.5pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 17.48% | 1163.32%-1145.8pp | 579.32%-561.8pp | 561.95%-544.5pp |
| Employer contribution / active EE | $2,584 | $5,275-51.0% | $4,215-38.7% | $4,661-44.6% |
| Participant deferral / active EE | $7,330 | $8,699-15.7% | $7,024+4.4% | $6,689+9.6% |
| Admin fee / account holder | $106 | $9,954-98.9% | $6,858-98.5% | $13,398-99.2% |