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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 | $59,676 | $160,040-62.7% | $147,096-59.4% | $145,877-59.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 14.36% | 98.49%-84.1pp | 419.75%-405.4pp | 551.28%-536.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,600 | $8,429+13.9% | $8,071+18.9% | $6,691+43.5% |
| Admin fee / account holder | $58 | $15,050-99.6% | $13,005-99.6% | $13,402-99.6% |