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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 | $24,104 | $157,296-84.7% | $141,191-82.9% | $152,897-84.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 49.27% | 64.34%-15.1pp | 71.41%-22.1pp | 345.43%-296.2pp |
| Employer contribution / active EE | $2,212 | $5,262-58.0% | $4,736-53.3% | $4,764-53.6% |
| Participant deferral / active EE | $5,117 | $7,111-28.0% | $6,710-23.7% | $5,851-12.5% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |