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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 | $48,331 | $115,814-58.3% | $101,275-52.3% | $158,982-69.6% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 20.10% | 56.16%-36.1pp | 46.48%-26.4pp | 302.99%-282.9pp |
| Employer contribution / active EE | $1,835 | $4,176-56.1% | $3,660-49.9% | $4,763-61.5% |
| Participant deferral / active EE | $1,875 | $4,958-62.2% | $4,371-57.1% | $5,983-68.7% |
| Admin fee / account holder | $17 | $7,249-99.8% | $5,948-99.7% | $11,252-99.9% |