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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 | $105,642 | $165,399-36.1% | $149,745-29.5% | $158,982-33.6% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 15.68% | 348.34%-332.7pp | 276.72%-261.0pp | 302.99%-287.3pp |
| Employer contribution / active EE | $3,814 | $5,105-25.3% | $4,646-17.9% | $4,763-19.9% |
| Participant deferral / active EE | $6,014 | $7,183-16.3% | $6,843-12.1% | $5,983+0.5% |
| Admin fee / account holder | $120 | $10,811-98.9% | $9,312-98.7% | $11,252-98.9% |