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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 | $30,520 | $157,296-80.6% | $141,191-78.4% | $152,897-80.0% |
| Participation rate | 58.3% | 84.8%-26.5pp | 82.5%-24.1pp | 82.5%-24.1pp |
| Annual return | 18.33% | 64.34%-46.0pp | 71.41%-53.1pp | 345.43%-327.1pp |
| Employer contribution / active EE | $3,352 | $5,262-36.3% | $4,736-29.2% | $4,764-29.6% |
| Participant deferral / active EE | $3,953 | $7,111-44.4% | $6,710-41.1% | $5,851-32.4% |
| Admin fee / account holder | $209 | $12,125-98.3% | $10,264-98.0% | $11,599-98.2% |