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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 | $35,299 | $160,040-77.9% | $147,096-76.0% | $145,877-75.8% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 12.38% | 98.49%-86.1pp | 419.75%-407.4pp | 551.28%-538.9pp |
| Employer contribution / active EE | $2,401 | $5,289-54.6% | $4,936-51.4% | $4,663-48.5% |
| Participant deferral / active EE | $9,225 | $8,429+9.4% | $8,071+14.3% | $6,691+37.9% |
| Admin fee / account holder | $249 | $15,050-98.3% | $13,005-98.1% | $13,402-98.1% |