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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 | $140,684 | $160,040-12.1% | $147,096-4.4% | $145,877-3.6% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 19.71% | 98.49%-78.8pp | 419.75%-400.0pp | 551.28%-531.6pp |
| Employer contribution / active EE | $2,335 | $5,289-55.9% | $4,936-52.7% | $4,663-49.9% |
| Participant deferral / active EE | $8,431 | $8,4290% | $8,071+4.5% | $6,691+26.0% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |