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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 | $47,934 | $77,449-38.1% | $69,483-31.0% | $152,909-68.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.5%-32.5pp |
| Annual return | 5.67% | 39.09%-33.4pp | 28.99%-23.3pp | 345.46%-339.8pp |
| Employer contribution / active EE | $897 | $3,316-72.9% | $2,780-67.7% | $4,764-81.2% |
| Participant deferral / active EE | $897 | $4,415-79.7% | $3,537-74.6% | $5,851-84.7% |
| Admin fee / account holder | $219 | $6,210-96.5% | $3,841-94.3% | $11,601-98.1% |