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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 | $110,701 | $185,312-40.3% | $161,489-31.4% | $154,746-28.5% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 20.06% | 103.84%-83.8pp | 89.72%-69.7pp | 172.34%-152.3pp |
| Employer contribution / active EE | $2,233 | $4,769-53.2% | $4,268-47.7% | $4,379-49.0% |
| Participant deferral / active EE | $7,831 | $6,350+23.3% | $5,630+39.1% | $6,730+16.3% |
| Admin fee / account holder | $13 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |