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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 | $58,594 | $90,509-35.3% | $78,693-25.5% | $273,968-78.6% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 9.77% | 75.61%-65.8pp | 62.18%-52.4pp | 41.45%-31.7pp |
| Employer contribution / active EE | $2,349 | $3,175-26.0% | $2,850-17.6% | $4,869-51.7% |
| Participant deferral / active EE | $2,349 | $3,901-39.8% | $3,517-33.2% | $5,287-55.6% |
| Admin fee / account holder | $0 | $5,264-100.0% | $4,511-100.0% | $10,132-100.0% |