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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 | $37,786 | $183,627-79.4% | $155,602-75.7% | $145,978-74.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 15.03% | 61.32%-46.3pp | 64.81%-49.8pp | 550.52%-535.5pp |
| Employer contribution / active EE | $3,555 | $5,316-33.1% | $4,675-24.0% | $4,662-23.7% |
| Participant deferral / active EE | $6,005 | $6,466-7.1% | $5,629+6.7% | $6,690-10.2% |
| Admin fee / account holder | $222 | $19,327-98.9% | $15,923-98.6% | $13,400-98.3% |