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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 | $83,065 | $176,120-52.8% | $159,487-47.9% | $167,553-50.4% |
| Participation rate | 43.8% | 85.0%-41.2pp | 82.8%-39.1pp | 82.1%-38.4pp |
| Annual return | 19.79% | 331.95%-312.2pp | 263.71%-243.9pp | 478.89%-459.1pp |
| Employer contribution / active EE | $1,129 | $5,299-78.7% | $4,831-76.6% | $4,840-76.7% |
| Participant deferral / active EE | $3,029 | $7,752-60.9% | $7,354-58.8% | $6,343-52.2% |
| Admin fee / account holder | $239 | $12,561-98.1% | $10,804-97.8% | $12,316-98.1% |