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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 | $85,585 | $167,353-48.9% | $143,797-40.5% | $134,545-36.4% |
| Participation rate | 38.5% | 84.8%-46.4pp | 80.3%-41.9pp | 81.2%-42.8pp |
| Annual return | 4.00% | 0.48%+3.5pp | -0.04%+4.0pp | 418.37%-414.4pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |