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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 | $29,288 | $165,399-82.3% | $149,745-80.4% | $158,982-81.6% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 26.66% | 348.34%-321.7pp | 276.72%-250.1pp | 302.99%-276.3pp |
| Employer contribution / active EE | $1,763 | $5,105-65.5% | $4,646-62.1% | $4,763-63.0% |
| Participant deferral / active EE | $5,436 | $7,183-24.3% | $6,843-20.6% | $5,983-9.1% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |