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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 | $60,308 | $172,111-65.0% | $150,298-59.9% | $137,256-56.1% |
| Participation rate | 7.1% | 81.7%-74.6pp | 77.8%-70.6pp | 80.0%-72.8pp |
| Annual return | 15.55% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,361 | $4,636-70.6% | $4,154-67.2% | $4,156-67.3% |
| Participant deferral / active EE | $1,973 | $6,166-68.0% | $5,453-63.8% | $6,407-69.2% |
| Admin fee / account holder | $3 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |