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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 | $40,991 | $232,540-82.4% | $185,117-77.9% | $147,586-72.2% |
| Participation rate | 26.7% | 82.4%-55.7pp | 77.3%-50.6pp | 82.8%-56.2pp |
| Annual return | 25.76% | 43.03%-17.3pp | 40.50%-14.7pp | 578.59%-552.8pp |
| Employer contribution / active EE | $1,387 | $5,195-73.3% | $4,182-66.8% | $4,876-71.6% |
| Participant deferral / active EE | $2,558 | $5,834-56.2% | $5,045-49.3% | $5,439-53.0% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |