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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 | $81,064 | $107,733-24.8% | $92,985-12.8% | $154,746-47.6% |
| Participation rate | 33.3% | 74.6%-41.2pp | 69.5%-36.2pp | 80.7%-47.4pp |
| Annual return | 11.49% | 30.39%-18.9pp | 27.99%-16.5pp | 172.34%-160.8pp |
| Employer contribution / active EE | $590 | $3,126-81.1% | $2,662-77.8% | $4,379-86.5% |
| Participant deferral / active EE | $2,262 | $5,053-55.2% | $4,377-48.3% | $6,730-66.4% |
| Admin fee / account holder | $0 | $11,369-100.0% | $9,463-100.0% | $14,365-100.0% |