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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 | $72,070 | $172,111-58.1% | $150,298-52.0% | $137,256-47.5% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 66.14% | 69.37%-3.2pp | 62.79%+3.4pp | 220.34%-154.2pp |
| Employer contribution / active EE | $1,424 | $4,636-69.3% | $4,154-65.7% | $4,156-65.7% |
| Participant deferral / active EE | $4,528 | $6,166-26.6% | $5,453-17.0% | $6,407-29.3% |
| Admin fee / account holder | $5 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |