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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 | $34,596 | $148,582-76.7% | $135,942-74.6% | $139,456-75.2% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 28.93% | 79.26%-50.3pp | 68.28%-39.3pp | 373.45%-344.5pp |
| Employer contribution / active EE | $1,625 | $5,245-69.0% | $4,858-66.5% | $4,753-65.8% |
| Participant deferral / active EE | $4,778 | $8,101-41.0% | $7,759-38.4% | $6,711-28.8% |
| Admin fee / account holder | $33 | $12,402-99.7% | $10,764-99.7% | $11,407-99.7% |