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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 | $70,721 | $110,379-35.9% | $102,412-30.9% | $145,884-51.5% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.8pp |
| Annual return | 13.19% | 24.84%-11.7pp | 24.94%-11.8pp | 551.85%-538.7pp |
| Employer contribution / active EE | $1,529 | $4,216-63.7% | $3,870-60.5% | $4,662-67.2% |
| Participant deferral / active EE | $4,384 | $5,622-22.0% | $5,060-13.4% | $6,690-34.5% |
| Admin fee / account holder | $1 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |