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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 | $74,025 | $223,823-66.9% | $211,142-64.9% | $154,746-52.2% |
| Participation rate | 60.0% | 87.9%-27.9pp | 87.3%-27.3pp | 80.7%-20.7pp |
| Annual return | 15.40% | 50.39%-35.0pp | 46.84%-31.4pp | 172.34%-156.9pp |
| Employer contribution / active EE | $2,344 | $6,787-65.5% | $6,442-63.6% | $4,379-46.5% |
| Participant deferral / active EE | $3,625 | $9,750-62.8% | $9,284-61.0% | $6,730-46.1% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |