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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 | $58,421 | $148,582-60.7% | $135,942-57.0% | $139,456-58.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 20.24% | 79.26%-59.0pp | 68.28%-48.0pp | 373.45%-353.2pp |
| Employer contribution / active EE | $2,124 | $5,245-59.5% | $4,858-56.3% | $4,753-55.3% |
| Participant deferral / active EE | $4,124 | $8,101-49.1% | $7,759-46.9% | $6,711-38.6% |
| Admin fee / account holder | $233 | $12,402-98.1% | $10,764-97.8% | $11,407-98.0% |