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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 | $78,773 | $132,099-40.4% | $115,599-31.9% | $138,895-43.3% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.3%-34.3pp | 79.9%-39.9pp |
| Annual return | 14.05% | 176.76%-162.7pp | 111.10%-97.0pp | 145.39%-131.3pp |
| Employer contribution / active EE | $934 | $3,416-72.7% | $2,955-68.4% | $4,194-77.7% |
| Participant deferral / active EE | $6,365 | $5,617+13.3% | $4,889+30.2% | $6,396-0.5% |
| Admin fee / account holder | $272 | $15,650-98.3% | $12,841-97.9% | $12,562-97.8% |