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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 | $62,388 | $181,062-65.5% | $158,223-60.6% | $155,188-59.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 23.84% | 57.39%-33.5pp | 52.09%-28.2pp | 148.84%-125.0pp |
| Employer contribution / active EE | $1,494 | $4,565-67.3% | $4,109-63.6% | $4,248-64.8% |
| Participant deferral / active EE | $27,022 | $6,134+340.5% | $5,467+394.3% | $6,531+313.7% |
| Admin fee / account holder | $93 | $18,825-99.5% | $16,047-99.4% | $14,480-99.4% |