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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 | $51,546 | $110,379-53.3% | $102,412-49.7% | $145,884-64.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 12.99% | 24.84%-11.8pp | 24.94%-11.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,525 | $4,216-63.8% | $3,870-60.6% | $4,662-67.3% |
| Participant deferral / active EE | $8,490 | $5,622+51.0% | $5,060+67.8% | $6,690+26.9% |
| Admin fee / account holder | $5 | $9,745-99.9% | $8,388-99.9% | $13,392-100.0% |