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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 | $85,326 | $106,247-19.7% | $96,515-11.6% | $139,466-38.8% |
| Participation rate | 37.5% | 77.8%-40.3pp | 74.3%-36.8pp | 80.3%-42.8pp |
| Annual return | 14.90% | 38.47%-23.6pp | 35.73%-20.8pp | 373.66%-358.8pp |
| Employer contribution / active EE | $1,173 | $4,106-71.4% | $3,740-68.6% | $4,754-75.3% |
| Participant deferral / active EE | $1,999 | $5,456-63.4% | $4,880-59.0% | $6,712-70.2% |
| Admin fee / account holder | $20 | $7,885-99.7% | $6,735-99.7% | $11,409-99.8% |