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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 | $27,378 | $162,136-83.1% | $152,301-82.0% | $154,746-82.3% |
| Participation rate | 56.3% | 84.1%-27.9pp | 82.4%-26.2pp | 80.7%-24.5pp |
| Annual return | 18.53% | 91.02%-72.5pp | 80.50%-62.0pp | 172.34%-153.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,508 | $8,341-34.0% | $8,004-31.2% | $6,730-18.2% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |