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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 | $70,682 | $162,136-56.4% | $152,301-53.6% | $154,746-54.3% |
| Participation rate | 54.5% | 84.1%-29.6pp | 82.4%-27.9pp | 80.7%-26.2pp |
| Annual return | 17.63% | 91.02%-73.4pp | 80.50%-62.9pp | 172.34%-154.7pp |
| Employer contribution / active EE | $2,853 | $4,890-41.7% | $4,624-38.3% | $4,379-34.9% |
| Participant deferral / active EE | $5,082 | $8,341-39.1% | $8,004-36.5% | $6,730-24.5% |
| Admin fee / account holder | $194 | $15,759-98.8% | $14,398-98.6% | $14,365-98.6% |