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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 | $55,735 | $111,814-50.2% | $103,378-46.1% | $145,978-61.8% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 13.27% | 24.80%-11.5pp | 24.91%-11.6pp | 550.52%-537.2pp |
| Employer contribution / active EE | $1,320 | $4,215-68.7% | $3,870-65.9% | $4,662-71.7% |
| Participant deferral / active EE | $4,599 | $5,618-18.1% | $5,058-9.1% | $6,690-31.3% |
| Admin fee / account holder | $18 | $9,764-99.8% | $8,401-99.8% | $13,400-99.9% |