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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 | $96,657 | $110,379-12.4% | $102,412-5.6% | $145,884-33.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 15.81% | 24.84%-9.0pp | 24.94%-9.1pp | 551.85%-536.0pp |
| Employer contribution / active EE | $2,310 | $4,216-45.2% | $3,870-40.3% | $4,662-50.4% |
| Participant deferral / active EE | $3,231 | $5,622-42.5% | $5,060-36.2% | $6,690-51.7% |
| Admin fee / account holder | $28 | $9,745-99.7% | $8,388-99.7% | $13,392-99.8% |