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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 | $40,991 | $182,442-77.5% | $163,379-74.9% | $138,895-70.5% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.8%-19.7pp | 79.9%-22.8pp |
| Annual return | 19.82% | 72.74%-52.9pp | 63.41%-43.6pp | 145.39%-125.6pp |
| Employer contribution / active EE | $2,117 | $4,159-49.1% | $3,752-43.6% | $4,194-49.5% |
| Participant deferral / active EE | $3,542 | $6,817-48.0% | $6,282-43.6% | $6,396-44.6% |
| Admin fee / account holder | $15 | $10,396-99.9% | $9,818-99.9% | $12,562-99.9% |