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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 | $55,409 | $183,592-69.8% | $155,574-64.4% | $145,877-62.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 42.46% | 61.37%-18.9pp | 64.87%-22.4pp | 551.28%-508.8pp |
| Employer contribution / active EE | $3,193 | $5,317-39.9% | $4,676-31.7% | $4,663-31.5% |
| Participant deferral / active EE | $5,823 | $6,466-9.9% | $5,629+3.4% | $6,691-13.0% |
| Admin fee / account holder | $40 | $19,316-99.8% | $15,914-99.7% | $13,402-99.7% |