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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 | $99,239 | $85,060+16.7% | $70,565+40.6% | $139,487-28.9% |
| Participation rate | 55.6% | 73.9%-18.4pp | 68.4%-12.8pp | 80.3%-24.8pp |
| Annual return | 20.11% | 30.39%-10.3pp | 32.79%-12.7pp | 373.84%-353.7pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,027 | $5,891-65.6% | $4,568-55.6% | $6,713-69.8% |
| Admin fee / account holder | $0 | $8,932-100.0% | $6,430-100.0% | $11,407-100.0% |