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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 | $52,408 | $90,486-42.1% | $78,676-33.4% | $273,972-80.9% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 11.63% | 75.62%-64.0pp | 62.19%-50.6pp | 41.46%-29.8pp |
| Employer contribution / active EE | $850 | $3,175-73.2% | $2,850-70.2% | $4,869-82.5% |
| Participant deferral / active EE | $5,932 | $3,901+52.1% | $3,517+68.7% | $5,287+12.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |