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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 | $58,607 | $183,592-68.1% | $155,574-62.3% | $145,877-59.8% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 23.94% | 61.37%-37.4pp | 64.87%-40.9pp | 551.28%-527.3pp |
| Employer contribution / active EE | $4,254 | $5,317-20.0% | $4,676-9.0% | $4,663-8.8% |
| Participant deferral / active EE | $15,167 | $6,466+134.6% | $5,629+169.4% | $6,691+126.7% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |