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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 | $142,354-67.9% | $125,529-63.6% | $155,188-70.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.7%-24.7pp | 80.8%-30.8pp |
| Annual return | 15.79% | 306.06%-290.3pp | 202.56%-186.8pp | 148.84%-133.0pp |
| Employer contribution / active EE | $1,851 | $3,501-47.1% | $3,058-39.5% | $4,248-56.4% |
| Participant deferral / active EE | $3,701 | $5,491-32.6% | $4,813-23.1% | $6,531-43.3% |
| Admin fee / account holder | $94 | $19,392-99.5% | $16,298-99.4% | $14,480-99.4% |