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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 | $47,669 | $183,627-74.0% | $155,602-69.4% | $145,978-67.3% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 22.78% | 61.32%-38.5pp | 64.81%-42.0pp | 550.52%-527.7pp |
| Employer contribution / active EE | $2,167 | $5,316-59.2% | $4,675-53.6% | $4,662-53.5% |
| Participant deferral / active EE | $4,262 | $6,466-34.1% | $5,629-24.3% | $6,690-36.3% |
| Admin fee / account holder | $25 | $19,327-99.9% | $15,923-99.8% | $13,400-99.8% |