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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 | $43,541 | $105,929-58.9% | $81,716-46.7% | $158,966-72.6% |
| Participation rate | 57.9% | 75.6%-17.7pp | 72.0%-14.1pp | 82.0%-24.1pp |
| Annual return | 5.08% | 38.19%-33.1pp | 29.49%-24.4pp | 302.95%-297.9pp |
| Employer contribution / active EE | $1,155 | $7,802-85.2% | $4,310-73.2% | $4,762-75.7% |
| Participant deferral / active EE | $2,070 | $13,007-84.1% | $7,108-70.9% | $5,983-65.4% |
| Admin fee / account holder | $256 | $8,492-97.0% | $5,159-95.0% | $11,250-97.7% |