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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 | $45,663 | $139,948-67.4% | $121,663-62.5% | $154,746-70.5% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.5%-24.5pp | 80.7%-30.7pp |
| Annual return | 15.79% | 230.52%-214.7pp | 147.54%-131.8pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,851 | $3,521-47.4% | $3,020-38.7% | $4,379-57.7% |
| Participant deferral / active EE | $3,701 | $5,629-34.2% | $4,887-24.3% | $6,730-45.0% |
| Admin fee / account holder | $94 | $17,321-99.5% | $14,289-99.3% | $14,365-99.3% |