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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 | $35,044 | $140,592-75.1% | $123,105-71.5% | $125,389-72.1% |
| Participation rate | 60.0% | 88.2%-28.2pp | 86.8%-26.8pp | 83.2%-23.2pp |
| Annual return | 23.71% | 16.80%+6.9pp | 13.22%+10.5pp | 282.24%-258.5pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,422 | $6,980-65.3% | $6,229-61.1% | $5,352-54.7% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |