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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 | $39,369 | $148,623-73.5% | $135,974-71.0% | $139,466-71.8% |
| Participation rate | 68.4% | 83.9%-15.4pp | 81.9%-13.5pp | 80.3%-11.9pp |
| Annual return | 21.12% | 79.30%-58.2pp | 68.30%-47.2pp | 373.66%-352.5pp |
| Employer contribution / active EE | $1,489 | $5,246-71.6% | $4,859-69.4% | $4,754-68.7% |
| Participant deferral / active EE | $3,731 | $8,103-54.0% | $7,760-51.9% | $6,712-44.4% |
| Admin fee / account holder | $289 | $12,406-97.7% | $10,767-97.3% | $11,409-97.5% |