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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 | $145,473 | $144,130+0.9% | $117,861+23.4% | $147,586-1.4% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 11.20% | 531.20%-520.0pp | 335.11%-323.9pp | 578.59%-567.4pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $109 | $10,887-99.0% | $8,021-98.6% | $10,886-99.0% |