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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 | $86,203 | $135,956-36.6% | $123,894-30.4% | $273,972-68.5% |
| Participation rate | 0.0% | 84.1%-84.1pp | 81.4%-81.4pp | 83.0%-83.0pp |
| Annual return | 8.57% | 56.63%-48.1pp | 47.52%-38.9pp | 41.46%-32.9pp |
| Employer contribution / active EE | $4,092 | $5,170-20.8% | $4,617-11.4% | $4,869-16.0% |
| Participant deferral / active EE | $9,416 | $6,343+48.5% | $5,984+57.3% | $5,287+78.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |