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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 | $28,406 | $72,071-60.6% | $68,368-58.5% | $137,256-79.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 17.39% | 353.14%-335.8pp | 292.57%-275.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,778 | $2,788-0.4% | $2,649+4.9% | $4,156-33.2% |
| Participant deferral / active EE | $1,602 | $4,410-63.7% | $4,123-61.1% | $6,407-75.0% |
| Admin fee / account holder | $5 | $5,336-99.9% | $5,150-99.9% | $12,270-100.0% |