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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 | $46,580 | $211,239-77.9% | $178,528-73.9% | $145,877-68.1% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 9.01% | 30.22%-21.2pp | 27.11%-18.1pp | 551.28%-542.3pp |
| Employer contribution / active EE | $1,098 | $4,570-76.0% | $3,950-72.2% | $4,663-76.5% |
| Participant deferral / active EE | $1,373 | $6,963-80.3% | $6,278-78.1% | $6,691-79.5% |
| Admin fee / account holder | $240 | $12,095-98.0% | $10,419-97.7% | $13,402-98.2% |