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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 | $46,423 | $106,247-56.3% | $96,515-51.9% | $139,466-66.7% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 17.83% | 38.47%-20.6pp | 35.73%-17.9pp | 373.66%-355.8pp |
| Employer contribution / active EE | $1,182 | $4,106-71.2% | $3,740-68.4% | $4,754-75.1% |
| Participant deferral / active EE | $3,815 | $5,456-30.1% | $4,880-21.8% | $6,712-43.2% |
| Admin fee / account holder | $127 | $7,885-98.4% | $6,735-98.1% | $11,409-98.9% |