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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 | $91,800 | $166,089-44.7% | $164,928-44.3% | $145,978-37.1% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.1pp |
| Annual return | 24.92% | 100.26%-75.3pp | 70.08%-45.2pp | 550.52%-525.6pp |
| Employer contribution / active EE | $3,528 | $5,276-33.1% | $4,343-18.8% | $4,662-24.3% |
| Participant deferral / active EE | $10,102 | $6,961+45.1% | $6,034+67.4% | $6,690+51.0% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |