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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 | $25,238 | $183,627-86.3% | $155,602-83.8% | $145,978-82.7% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 39.20% | 61.32%-22.1pp | 64.81%-25.6pp | 550.52%-511.3pp |
| Employer contribution / active EE | $4,320 | $5,316-18.7% | $4,675-7.6% | $4,662-7.3% |
| Participant deferral / active EE | $5,713 | $6,466-11.6% | $5,629+1.5% | $6,690-14.6% |
| Admin fee / account holder | $24 | $19,327-99.9% | $15,923-99.8% | $13,400-99.8% |