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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 | $96,952 | $209,336-53.7% | $197,124-50.8% | $137,256-29.4% |
| Participation rate | 42.9% | 87.3%-44.4pp | 86.7%-43.9pp | 80.0%-37.1pp |
| Annual return | 28.09% | 48.09%-20.0pp | 44.34%-16.2pp | 220.34%-192.2pp |
| Employer contribution / active EE | $2,266 | $6,591-65.6% | $6,227-63.6% | $4,156-45.5% |
| Participant deferral / active EE | $6,833 | $9,614-28.9% | $9,135-25.2% | $6,407+6.7% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |