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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 | $72,248 | $125,184-42.3% | $105,607-31.6% | $145,884-50.5% |
| Participation rate | 25.0% | 77.6%-52.6pp | 75.3%-50.3pp | 80.3%-55.3pp |
| Annual return | 13.78% | 225.00%-211.2pp | 116.11%-102.3pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,008 | $3,720-72.9% | $3,167-68.2% | $4,662-78.4% |
| Participant deferral / active EE | $4,898 | $5,714-14.3% | $5,011-2.3% | $6,690-26.8% |
| Admin fee / account holder | $59 | $17,133-99.7% | $10,958-99.5% | $13,392-99.6% |