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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 | $53,572 | $159,934-66.5% | $147,005-63.6% | $145,959-63.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 27.75% | 98.24%-70.5pp | 418.76%-391.0pp | 561.95%-534.2pp |
| Employer contribution / active EE | $3,941 | $5,287-25.5% | $4,934-20.1% | $4,661-15.4% |
| Participant deferral / active EE | $7,948 | $8,427-5.7% | $8,070-1.5% | $6,689+18.8% |
| Admin fee / account holder | $175 | $15,053-98.8% | $13,006-98.7% | $13,398-98.7% |