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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 | $78,189 | $78,670-0.6% | $109,173-28.4% | $85,847-8.9% |
| Participation rate | 50.0% | 68.3%-18.3pp | 75.9%-25.9pp | 69.3%-19.3pp |
| Annual return | 18.31% | 25.09%-6.8pp | 25.75%-7.4pp | 318.61%-300.3pp |
| Employer contribution / active EE | $980 | $2,734-64.1% | $3,723-73.7% | $2,565-61.8% |
| Participant deferral / active EE | $2,544 | $3,467-26.6% | $4,654-45.3% | $3,952-35.6% |
| Admin fee / account holder | $3 | $5,469-100.0% | $6,755-100.0% | $6,261-100.0% |