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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 | $40,468 | $157,276-74.3% | $141,177-71.3% | $152,885-73.5% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 15.13% | 64.33%-49.2pp | 71.40%-56.3pp | 345.39%-330.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,038 | $7,110+27.1% | $6,710+34.7% | $5,851+54.5% |
| Admin fee / account holder | $113 | $12,123-99.1% | $10,263-98.9% | $11,598-99.0% |