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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 | $91,292 | $157,304-42.0% | $141,197-35.3% | $152,909-40.3% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 16.94% | 64.34%-47.4pp | 71.41%-54.5pp | 345.46%-328.5pp |
| Employer contribution / active EE | $1,721 | $5,263-67.3% | $4,736-63.7% | $4,764-63.9% |
| Participant deferral / active EE | $7,990 | $7,111+12.4% | $6,710+19.1% | $5,851+36.5% |
| Admin fee / account holder | $67 | $12,126-99.4% | $10,265-99.3% | $11,601-99.4% |