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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 | $31,556 | $172,111-81.7% | $150,298-79.0% | $137,256-77.0% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 15.80% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,257 | $4,636-72.9% | $4,154-69.7% | $4,156-69.8% |
| Participant deferral / active EE | $4,929 | $6,166-20.1% | $5,453-9.6% | $6,407-23.1% |
| Admin fee / account holder | $205 | $16,471-98.8% | $14,116-98.5% | $12,270-98.3% |