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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 | $39,636 | $185,312-78.6% | $161,489-75.5% | $154,746-74.4% |
| Participation rate | 54.5% | 82.5%-27.9pp | 78.7%-24.2pp | 80.7%-26.2pp |
| Annual return | 17.60% | 103.84%-86.2pp | 89.72%-72.1pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,370 | $4,769-71.3% | $4,268-67.9% | $4,379-68.7% |
| Participant deferral / active EE | $2,341 | $6,350-63.1% | $5,630-58.4% | $6,730-65.2% |
| Admin fee / account holder | $290 | $18,654-98.4% | $16,006-98.2% | $14,365-98.0% |