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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 | $53,668 | $129,737-58.6% | $119,126-54.9% | $154,746-65.3% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 23.20% | 379.08%-355.9pp | 282.11%-258.9pp | 172.34%-149.1pp |
| Employer contribution / active EE | $1,844 | $4,375-57.9% | $4,034-54.3% | $4,379-57.9% |
| Participant deferral / active EE | $5,371 | $5,842-8.1% | $5,318+1.0% | $6,730-20.2% |
| Admin fee / account holder | $13 | $11,961-99.9% | $10,693-99.9% | $14,365-99.9% |