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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 | $43,440 | $162,136-73.2% | $152,301-71.5% | $154,746-71.9% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 23.55% | 91.02%-67.5pp | 80.50%-57.0pp | 172.34%-148.8pp |
| Employer contribution / active EE | $1,900 | $4,890-61.1% | $4,624-58.9% | $4,379-56.6% |
| Participant deferral / active EE | $5,663 | $8,341-32.1% | $8,004-29.3% | $6,730-15.9% |
| Admin fee / account holder | $196 | $15,759-98.8% | $14,398-98.6% | $14,365-98.6% |