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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 | $49,350 | $175,257-71.8% | $149,717-67.0% | $139,456-64.6% |
| Participation rate | 47.4% | 83.4%-36.0pp | 78.8%-31.4pp | 80.3%-33.0pp |
| Annual return | 62.35% | 166.70%-104.4pp | 134.41%-72.1pp | 373.45%-311.1pp |
| Employer contribution / active EE | $2,058 | $5,477-62.4% | $4,820-57.3% | $4,753-56.7% |
| Participant deferral / active EE | $5,307 | $6,521-18.6% | $5,682-6.6% | $6,711-20.9% |
| Admin fee / account holder | $56 | $16,156-99.7% | $13,213-99.6% | $11,407-99.5% |