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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 | $29,479 | $217,432-86.4% | $185,849-84.1% | $167,536-82.4% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 27.25% | 148.42%-121.2pp | 122.10%-94.8pp | 478.82%-451.6pp |
| Employer contribution / active EE | $5,324 | $5,875-9.4% | $5,169+3.0% | $4,839+10.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $181 | $19,818-99.1% | $16,244-98.9% | $12,315-98.5% |