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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 | $26,535 | $77,638-65.8% | $156,551-83.1% | $62,881-57.8% |
| Participation rate | 56.7% | 71.2%-14.5pp | 84.0%-27.3pp | 69.3%-12.6pp |
| Annual return | 85.14% | 50.33%+34.8pp | 32.23%+52.9pp | 20.14%+65.0pp |
| Employer contribution / active EE | $3,142 | $3,444-8.8% | $5,501-42.9% | $2,281+37.8% |
| Participant deferral / active EE | $2,725 | $3,046-10.5% | $4,871-44.1% | $3,203-14.9% |
| Admin fee / account holder | $153 | $5,561-97.2% | $13,028-98.8% | $4,296-96.4% |