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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 | $26,027 | $183,627-85.8% | $155,602-83.3% | $145,978-82.2% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 37.92% | 61.32%-23.4pp | 64.81%-26.9pp | 550.52%-512.6pp |
| Employer contribution / active EE | $1,340 | $5,316-74.8% | $4,675-71.3% | $4,662-71.3% |
| Participant deferral / active EE | $5,999 | $6,466-7.2% | $5,629+6.6% | $6,690-10.3% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |