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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 | $72,290 | $97,125-25.6% | $86,233-16.2% | $137,256-47.3% |
| Participation rate | 21.4% | 74.2%-52.8pp | 69.0%-47.6pp | 80.0%-58.5pp |
| Annual return | 23.12% | 74.19%-51.1pp | 61.39%-38.3pp | 220.34%-197.2pp |
| Employer contribution / active EE | $1,060 | $2,841-62.7% | $2,504-57.7% | $4,156-74.5% |
| Participant deferral / active EE | $3,665 | $5,180-29.3% | $4,559-19.6% | $6,407-42.8% |
| Admin fee / account holder | $20 | $9,725-99.8% | $8,342-99.8% | $12,270-99.8% |