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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 | $96,837 | $208,088-53.5% | $186,193-48.0% | $154,746-37.4% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 23.09% | 89.97%-66.9pp | 78.03%-54.9pp | 172.34%-149.2pp |
| Employer contribution / active EE | $531 | $4,340-87.8% | $3,918-86.4% | $4,379-87.9% |
| Participant deferral / active EE | $11,750 | $7,078+66.0% | $6,513+80.4% | $6,730+74.6% |
| Admin fee / account holder | $198 | $11,698-98.3% | $11,058-98.2% | $14,365-98.6% |