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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 | $35,900 | $127,273-71.8% | $109,895-67.3% | $167,518-78.6% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.2%-17.1pp | 82.1%-25.0pp |
| Annual return | 14.85% | 22.97%-8.1pp | 29.46%-14.6pp | 478.71%-463.9pp |
| Employer contribution / active EE | $2,764 | $3,324-16.8% | $2,843-2.8% | $4,838-42.9% |
| Participant deferral / active EE | $5,451 | $4,515+20.7% | $4,049+34.6% | $6,342-14.0% |
| Admin fee / account holder | $0 | $7,117-100.0% | $6,067-100.0% | $12,312-100.0% |