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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 | $84,349 | $201,344-58.1% | $184,243-54.2% | $145,877-42.2% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 11.01% | 29.01%-18.0pp | 28.82%-17.8pp | 551.28%-540.3pp |
| Employer contribution / active EE | $6,237 | $7,022-11.2% | $6,427-3.0% | $4,663+33.8% |
| Participant deferral / active EE | $11,500 | $9,807+17.3% | $9,132+25.9% | $6,691+71.9% |
| Admin fee / account holder | $20 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |