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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 | $48,676 | $87,166-44.2% | $76,735-36.6% | $137,256-64.5% |
| Participation rate | 0.0% | 74.4%-74.4pp | 69.5%-69.5pp | 80.0%-80.0pp |
| Annual return | 14.51% | 26.50%-12.0pp | 29.77%-15.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,771 | $2,904-4.6% | $2,454+12.9% | $4,156-33.3% |
| Participant deferral / active EE | $4,750 | $4,726+0.5% | $4,088+16.2% | $6,407-25.9% |
| Admin fee / account holder | $20 | $8,403-99.8% | $7,189-99.7% | $12,270-99.8% |