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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 | $36,267 | $184,014-80.3% | $161,149-77.5% | $138,895-73.9% |
| Participation rate | 52.2% | 82.1%-29.9pp | 78.8%-26.7pp | 79.9%-27.7pp |
| Annual return | 17.22% | 21.52%-4.3pp | 21.16%-3.9pp | 145.39%-128.2pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,794 | $6,909-59.6% | $6,153-54.6% | $6,396-56.3% |
| Admin fee / account holder | $226 | $18,027-98.7% | $15,194-98.5% | $12,562-98.2% |