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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 | $42,182 | $108,882-61.3% | $96,754-56.4% | $154,746-72.7% |
| Participation rate | 60.0% | 75.1%-15.1pp | 70.3%-10.3pp | 80.7%-20.7pp |
| Annual return | 20.33% | 98.39%-78.1pp | 82.04%-61.7pp | 172.34%-152.0pp |
| Employer contribution / active EE | $937 | $3,018-68.9% | $2,679-65.0% | $4,379-78.6% |
| Participant deferral / active EE | $6,806 | $5,323+27.9% | $4,758+43.1% | $6,730+1.1% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |