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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 | $44,272 | $106,247-58.3% | $96,515-54.1% | $139,466-68.3% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 18.31% | 38.47%-20.2pp | 35.73%-17.4pp | 373.66%-355.4pp |
| Employer contribution / active EE | $2,282 | $4,106-44.4% | $3,740-39.0% | $4,754-52.0% |
| Participant deferral / active EE | $5,049 | $5,456-7.5% | $4,880+3.5% | $6,712-24.8% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |