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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 | $71,884 | $181,896-60.5% | $156,551-54.1% | $273,972-73.8% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 406.89% | 30.74%+376.1pp | 32.23%+374.7pp | 41.46%+365.4pp |
| Employer contribution / active EE | $1,873 | $6,248-70.0% | $5,501-66.0% | $4,869-61.5% |
| Participant deferral / active EE | $4,294 | $5,550-22.6% | $4,871-11.9% | $5,287-18.8% |
| Admin fee / account holder | $50 | $15,560-99.7% | $13,028-99.6% | $10,133-99.5% |