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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 | $94,945 | $174,379-45.6% | $152,093-37.6% | $138,895-31.6% |
| Participation rate | 58.3% | 81.6%-23.3pp | 77.8%-19.4pp | 79.9%-21.6pp |
| Annual return | 12.98% | 74.86%-61.9pp | 66.36%-53.4pp | 145.39%-132.4pp |
| Employer contribution / active EE | $1,252 | $4,652-73.1% | $4,175-70.0% | $4,194-70.1% |
| Participant deferral / active EE | $1,702 | $6,159-72.4% | $5,451-68.8% | $6,396-73.4% |
| Admin fee / account holder | $22 | $16,880-99.9% | $14,497-99.8% | $12,562-99.8% |