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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 | $44,313 | $185,312-76.1% | $161,489-72.6% | $154,746-71.4% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.7%-23.1pp | 80.7%-25.1pp |
| Annual return | 18.10% | 103.84%-85.7pp | 89.72%-71.6pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,750 | $4,769-63.3% | $4,268-59.0% | $4,379-60.0% |
| Participant deferral / active EE | $5,202 | $6,350-18.1% | $5,630-7.6% | $6,730-22.7% |
| Admin fee / account holder | $86 | $18,654-99.5% | $16,006-99.5% | $14,365-99.4% |