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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 | $86,855 | $135,956-36.1% | $123,894-29.9% | $273,972-68.3% |
| Participation rate | 52.9% | 84.1%-31.1pp | 81.4%-28.5pp | 83.0%-30.1pp |
| Annual return | 9.33% | 56.63%-47.3pp | 47.52%-38.2pp | 41.46%-32.1pp |
| Employer contribution / active EE | $1,012 | $5,170-80.4% | $4,617-78.1% | $4,869-79.2% |
| Participant deferral / active EE | $3,636 | $6,343-42.7% | $5,984-39.2% | $5,287-31.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |