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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 | $53,194 | $166,268-68.0% | $165,100-67.8% | $145,897-63.5% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 22.68% | 100.52%-77.8pp | 70.21%-47.5pp | 552.29%-529.6pp |
| Employer contribution / active EE | $1,136 | $5,284-78.5% | $4,348-73.9% | $4,663-75.6% |
| Participant deferral / active EE | $6,002 | $6,964-13.8% | $6,035-0.6% | $6,689-10.3% |
| Admin fee / account holder | $110 | $16,659-99.3% | $12,696-99.1% | $13,390-99.2% |