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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 | $78,674 | $275,752-71.5% | $256,809-69.4% | $198,609-60.4% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 9.22% | 34.81%-25.6pp | 32.73%-23.5pp | 202.70%-193.5pp |
| Employer contribution / active EE | $2,003 | $7,721-74.1% | $7,263-72.4% | $5,055-60.4% |
| Participant deferral / active EE | $5,367 | $10,037-46.5% | $9,520-43.6% | $6,977-23.1% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |