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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 | $64,356 | $106,247-39.4% | $96,515-33.3% | $139,466-53.9% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 13.76% | 38.47%-24.7pp | 35.73%-22.0pp | 373.66%-359.9pp |
| Employer contribution / active EE | $5,163 | $4,106+25.8% | $3,740+38.1% | $4,754+8.6% |
| Participant deferral / active EE | $4,843 | $5,456-11.2% | $4,880-0.8% | $6,712-27.8% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |