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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 | $77,038 | $88,815-13.3% | $81,882-5.9% | $145,897-47.2% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 13.00% | 1033.75%-1020.7pp | 779.47%-766.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $2,388 | $3,086-22.6% | $2,916-18.1% | $4,663-48.8% |
| Participant deferral / active EE | $5,808 | $4,647+25.0% | $4,323+34.3% | $6,689-13.2% |
| Admin fee / account holder | $5 | $8,434-99.9% | $7,360-99.9% | $13,390-100.0% |