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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 | $67,617 | $174,379-61.2% | $152,093-55.5% | $138,895-51.3% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 17.89% | 74.86%-57.0pp | 66.36%-48.5pp | 145.39%-127.5pp |
| Employer contribution / active EE | $1,078 | $4,652-76.8% | $4,175-74.2% | $4,194-74.3% |
| Participant deferral / active EE | $1,998 | $6,159-67.6% | $5,451-63.3% | $6,396-68.8% |
| Admin fee / account holder | $144 | $16,880-99.1% | $14,497-99.0% | $12,562-98.9% |