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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 | $27,659 | $183,627-84.9% | $155,602-82.2% | $145,978-81.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 15.65% | 61.32%-45.7pp | 64.81%-49.2pp | 550.52%-534.9pp |
| Employer contribution / active EE | $1,288 | $5,316-75.8% | $4,675-72.4% | $4,662-72.4% |
| Participant deferral / active EE | $1,865 | $6,466-71.2% | $5,629-66.9% | $6,690-72.1% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |