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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 | $40,867 | $160,040-74.5% | $147,096-72.2% | $145,877-72.0% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 22.81% | 98.49%-75.7pp | 419.75%-396.9pp | 551.28%-528.5pp |
| Employer contribution / active EE | $2,412 | $5,289-54.4% | $4,936-51.1% | $4,663-48.3% |
| Participant deferral / active EE | $3,755 | $8,429-55.5% | $8,071-53.5% | $6,691-43.9% |
| Admin fee / account holder | $229 | $15,050-98.5% | $13,005-98.2% | $13,402-98.3% |