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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 | $61,833 | $165,399-62.6% | $149,745-58.7% | $158,982-61.1% |
| Participation rate | 36.4% | 84.6%-48.2pp | 82.5%-46.1pp | 82.0%-45.6pp |
| Annual return | 24.42% | 348.34%-323.9pp | 276.72%-252.3pp | 302.99%-278.6pp |
| Employer contribution / active EE | $1,518 | $5,105-70.3% | $4,646-67.3% | $4,763-68.1% |
| Participant deferral / active EE | $6,545 | $7,183-8.9% | $6,843-4.4% | $5,983+9.4% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |