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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 | $128,106 | $174,379-26.5% | $152,093-15.8% | $138,895-7.8% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 15.19% | 74.86%-59.7pp | 66.36%-51.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $1,323 | $4,652-71.6% | $4,175-68.3% | $4,194-68.5% |
| Participant deferral / active EE | $4,623 | $6,159-24.9% | $5,451-15.2% | $6,396-27.7% |
| Admin fee / account holder | $20 | $16,880-99.9% | $14,497-99.9% | $12,562-99.8% |