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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 | $48,129 | $94,749-49.2% | $112,899-57.4% | $139,456-65.5% |
| Participation rate | 66.7% | 81.3%-14.6pp | 80.5%-13.9pp | 80.3%-13.7pp |
| Annual return | 27.73% | 40.92%-13.2pp | 34.11%-6.4pp | 373.45%-345.7pp |
| Employer contribution / active EE | $4,766 | $4,630+2.9% | $4,566+4.4% | $4,753+0.3% |
| Participant deferral / active EE | $10,123 | $6,517+55.3% | $6,516+55.4% | $6,711+50.8% |
| Admin fee / account holder | $55 | $8,530-99.4% | $7,047-99.2% | $11,407-99.5% |