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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 | $59,553 | $160,040-62.8% | $147,096-59.5% | $145,877-59.2% |
| Participation rate | 47.1% | 84.0%-37.0pp | 82.2%-35.1pp | 80.3%-33.2pp |
| Annual return | 11.84% | 98.49%-86.7pp | 419.75%-407.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $1,703 | $5,289-67.8% | $4,936-65.5% | $4,663-63.5% |
| Participant deferral / active EE | $2,840 | $8,429-66.3% | $8,071-64.8% | $6,691-57.6% |
| Admin fee / account holder | $57 | $15,050-99.6% | $13,005-99.6% | $13,402-99.6% |