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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 | $40,254 | $211,239-80.9% | $178,528-77.5% | $145,877-72.4% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 22.83% | 30.22%-7.4pp | 27.11%-4.3pp | 551.28%-528.5pp |
| Employer contribution / active EE | $1,713 | $4,570-62.5% | $3,950-56.7% | $4,663-63.3% |
| Participant deferral / active EE | $6,360 | $6,963-8.7% | $6,278+1.3% | $6,691-4.9% |
| Admin fee / account holder | $114 | $12,095-99.1% | $10,419-98.9% | $13,402-99.1% |