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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 | $54,680 | $185,312-70.5% | $161,489-66.1% | $154,746-64.7% |
| Participation rate | 35.7% | 82.5%-46.7pp | 78.7%-43.0pp | 80.7%-45.0pp |
| Annual return | 15.61% | 103.84%-88.2pp | 89.72%-74.1pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,230 | $4,769-74.2% | $4,268-71.2% | $4,379-71.9% |
| Participant deferral / active EE | $3,705 | $6,350-41.6% | $5,630-34.2% | $6,730-44.9% |
| Admin fee / account holder | $270 | $18,654-98.6% | $16,006-98.3% | $14,365-98.1% |