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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 | $56,580 | $155,555-63.6% | $146,866-61.5% | $155,188-63.5% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.5%-42.5pp | 80.8%-40.8pp |
| Annual return | 20.17% | 115.41%-95.2pp | 102.85%-82.7pp | 148.84%-128.7pp |
| Employer contribution / active EE | $1,158 | $4,647-75.1% | $4,425-73.8% | $4,248-72.7% |
| Participant deferral / active EE | $3,071 | $8,044-61.8% | $7,759-60.4% | $6,531-53.0% |
| Admin fee / account holder | $254 | $14,755-98.3% | $13,620-98.1% | $14,480-98.2% |