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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 | $76,489 | $225,673-66.1% | $203,872-62.5% | $155,188-50.7% |
| Participation rate | 50.0% | 80.3%-30.3pp | 77.8%-27.8pp | 80.8%-30.8pp |
| Annual return | 15.98% | 95.91%-79.9pp | 85.11%-69.1pp | 148.84%-132.9pp |
| Employer contribution / active EE | $3,750 | $4,099-8.5% | $3,757-0.2% | $4,248-11.7% |
| Participant deferral / active EE | $6,744 | $6,893-2.2% | $6,388+5.6% | $6,531+3.3% |
| Admin fee / account holder | $18 | $12,327-99.9% | $11,730-99.9% | $14,480-99.9% |