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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 | $56,979 | $159,978-64.4% | $147,041-61.2% | $145,978-61.0% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 16.80% | 98.36%-81.6pp | 419.21%-402.4pp | 550.52%-533.7pp |
| Employer contribution / active EE | $2,533 | $5,288-52.1% | $4,935-48.7% | $4,662-45.7% |
| Participant deferral / active EE | $3,151 | $8,429-62.6% | $8,071-61.0% | $6,690-52.9% |
| Admin fee / account holder | $298 | $15,053-98.0% | $13,006-97.7% | $13,400-97.8% |