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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 | $54,384 | $172,111-68.4% | $150,298-63.8% | $137,256-60.4% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 25.83% | 69.37%-43.5pp | 62.79%-37.0pp | 220.34%-194.5pp |
| Employer contribution / active EE | $5,666 | $4,636+22.2% | $4,154+36.4% | $4,156+36.3% |
| Participant deferral / active EE | $7,356 | $6,166+19.3% | $5,453+34.9% | $6,407+14.8% |
| Admin fee / account holder | $218 | $16,471-98.7% | $14,116-98.5% | $12,270-98.2% |