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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 | $48,935 | $108,922-55.1% | $100,398-51.3% | $145,978-66.5% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 12.09% | 58.04%-45.9pp | 49.32%-37.2pp | 550.52%-538.4pp |
| Employer contribution / active EE | $2,000 | $4,426-54.8% | $3,946-49.3% | $4,662-57.1% |
| Participant deferral / active EE | $2,538 | $8,450-70.0% | $8,084-68.6% | $6,690-62.1% |
| Admin fee / account holder | $72 | $9,680-99.3% | $7,893-99.1% | $13,400-99.5% |