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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 | $150,691 | $152,597-1.2% | $117,533+28.2% | $134,532+12.0% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | 3.45% | 53.04%-49.6pp | 29.77%-26.3pp | 418.27%-414.8pp |
| Employer contribution / active EE | $840 | $5,576-84.9% | $4,179-79.9% | $4,741-82.3% |
| Participant deferral / active EE | $4,007 | $4,821-16.9% | $4,072-1.6% | $6,401-37.4% |
| Admin fee / account holder | $0 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |