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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 | $51,814 | $129,737-60.1% | $119,126-56.5% | $154,746-66.5% |
| Participation rate | 52.6% | 78.9%-26.2pp | 75.8%-23.1pp | 80.7%-28.1pp |
| Annual return | 13.63% | 379.08%-365.4pp | 282.11%-268.5pp | 172.34%-158.7pp |
| Employer contribution / active EE | $1,106 | $4,375-74.7% | $4,034-72.6% | $4,379-74.7% |
| Participant deferral / active EE | $3,631 | $5,842-37.9% | $5,318-31.7% | $6,730-46.1% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |