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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 | $54,429 | $183,516-70.3% | $155,534-65.0% | $145,884-62.7% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 29.33% | 61.43%-32.1pp | 64.92%-35.6pp | 551.85%-522.5pp |
| Employer contribution / active EE | $1,327 | $5,315-75.0% | $4,675-71.6% | $4,662-71.5% |
| Participant deferral / active EE | $4,899 | $6,467-24.2% | $5,630-13.0% | $6,690-26.8% |
| Admin fee / account holder | $9 | $19,293-100.0% | $15,900-99.9% | $13,392-99.9% |