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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 | $39,959 | $111,535-64.2% | $105,223-62.0% | $137,256-70.9% |
| Participation rate | 61.1% | 78.1%-17.0pp | 75.0%-13.9pp | 80.0%-18.8pp |
| Annual return | 18.23% | 237.85%-219.6pp | 180.65%-162.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,161 | $3,939-70.5% | $3,689-68.5% | $4,156-72.1% |
| Participant deferral / active EE | $3,869 | $5,500-29.7% | $5,072-23.7% | $6,407-39.6% |
| Admin fee / account holder | $287 | $9,721-97.1% | $8,859-96.8% | $12,270-97.7% |