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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 | $72,129 | $197,625-63.5% | $177,840-59.4% | $158,966-54.6% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 21.51% | 58.76%-37.2pp | 48.32%-26.8pp | 302.95%-281.4pp |
| Employer contribution / active EE | $4,584 | $6,698-31.6% | $5,919-22.6% | $4,762-3.8% |
| Participant deferral / active EE | $11,917 | $8,405+41.8% | $7,714+54.5% | $5,983+99.2% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |