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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 | $56,305 | $111,814-49.6% | $103,374-45.5% | $145,959-61.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 13.65% | 24.77%-11.1pp | 24.89%-11.2pp | 561.95%-548.3pp |
| Employer contribution / active EE | $1,858 | $4,214-55.9% | $3,869-52.0% | $4,661-60.1% |
| Participant deferral / active EE | $4,892 | $5,618-12.9% | $5,058-3.3% | $6,689-26.9% |
| Admin fee / account holder | $224 | $9,754-97.7% | $8,394-97.3% | $13,398-98.3% |