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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 | $47,719 | $93,589-49.0% | $135,942-64.9% | $75,181-36.5% |
| Participation rate | 55.7% | 75.2%-19.5pp | 81.9%-26.2pp | 67.2%-11.5pp |
| Annual return | 20.20% | 30.90%-10.7pp | 68.28%-48.1pp | 160.69%-140.5pp |
| Employer contribution / active EE | $2,328 | $3,537-34.2% | $4,858-52.1% | $2,671-12.8% |
| Participant deferral / active EE | $5,755 | $6,405-10.2% | $7,759-25.8% | $4,126+39.5% |
| Admin fee / account holder | $61 | $6,977-99.1% | $10,764-99.4% | $5,650-98.9% |