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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 | $58,543 | $115,810-49.4% | $101,271-42.2% | $158,966-63.2% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 20.15% | 56.15%-36.0pp | 46.48%-26.3pp | 302.95%-282.8pp |
| Employer contribution / active EE | $2,708 | $4,175-35.2% | $3,660-26.0% | $4,762-43.1% |
| Participant deferral / active EE | $5,863 | $4,958+18.2% | $4,371+34.1% | $5,983-2.0% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |