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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 | $39,861 | $148,629-73.2% | $135,982-70.7% | $139,487-71.4% |
| Participation rate | 46.2% | 83.9%-37.7pp | 81.9%-35.8pp | 80.3%-34.2pp |
| Annual return | 68.10% | 79.33%-11.2pp | 68.32%-0.2pp | 373.84%-305.7pp |
| Employer contribution / active EE | $1,408 | $5,247-73.2% | $4,859-71.0% | $4,755-70.4% |
| Participant deferral / active EE | $6,290 | $8,102-22.4% | $7,760-18.9% | $6,713-6.3% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |