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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 | $12,704 | $96,678-86.9% | $86,640-85.3% | $139,466-90.9% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 18.41% | 106.69%-88.3pp | 592.52%-574.1pp | 373.66%-355.3pp |
| Employer contribution / active EE | $3,927 | $3,265+20.2% | $3,024+29.8% | $4,754-17.4% |
| Participant deferral / active EE | $3,652 | $4,837-24.5% | $4,438-17.7% | $6,712-45.6% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |