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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 | $38,449 | $165,381-76.8% | $149,730-74.3% | $158,966-75.8% |
| Participation rate | 52.2% | 84.6%-32.4pp | 82.5%-30.3pp | 82.0%-29.8pp |
| Annual return | 9.65% | 348.29%-338.6pp | 276.70%-267.0pp | 302.95%-293.3pp |
| Employer contribution / active EE | $1,339 | $5,104-73.8% | $4,645-71.2% | $4,762-71.9% |
| Participant deferral / active EE | $2,715 | $7,182-62.2% | $6,843-60.3% | $5,983-54.6% |
| Admin fee / account holder | $67 | $10,809-99.4% | $9,310-99.3% | $11,250-99.4% |