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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 | $49,888 | $81,208-38.6% | $98,920-49.6% | $79,856-37.5% |
| Participation rate | 57.9% | 72.5%-14.6pp | 76.0%-18.1pp | 69.6%-11.7pp |
| Annual return | 19.89% | 60.99%-41.1pp | 196.47%-176.6pp | 31.71%-11.8pp |
| Employer contribution / active EE | $1,502 | $1,960-23.3% | $2,689-44.1% | $2,471-39.2% |
| Participant deferral / active EE | $3,592 | $3,265+10.0% | $4,245-15.4% | $3,741-4.0% |
| Admin fee / account holder | $6 | $6,013-99.9% | $6,643-99.9% | $5,306-99.9% |