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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 | $23,059 | $185,312-87.6% | $161,489-85.7% | $154,746-85.1% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | 34.16% | 103.84%-69.7pp | 89.72%-55.6pp | 172.34%-138.2pp |
| Employer contribution / active EE | $2,553 | $4,769-46.5% | $4,268-40.2% | $4,379-41.7% |
| Participant deferral / active EE | $4,990 | $6,350-21.4% | $5,630-11.4% | $6,730-25.9% |
| Admin fee / account holder | $36 | $18,654-99.8% | $16,006-99.8% | $14,365-99.7% |