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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 | $173,526-54.3% | $136,072-41.7% | $145,884-45.6% |
| Participation rate | 40.0% | 80.4%-40.4pp | 76.4%-36.4pp | 80.3%-40.3pp |
| Annual return | 17.48% | 1167.12%-1149.6pp | 580.46%-563.0pp | 551.85%-534.4pp |
| Employer contribution / active EE | $2,584 | $5,285-51.1% | $4,216-38.7% | $4,662-44.6% |
| Participant deferral / active EE | $7,330 | $8,711-15.9% | $7,028+4.3% | $6,690+9.6% |
| Admin fee / account holder | $106 | $9,665-98.9% | $6,718-98.4% | $13,392-99.2% |