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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 | $37,016 | $112,729-67.2% | $98,716-62.5% | $137,256-73.0% |
| Participation rate | 63.2% | 74.2%-11.1pp | 69.3%-6.1pp | 80.0%-16.8pp |
| Annual return | 22.15% | 38.48%-16.3pp | 31.81%-9.7pp | 220.34%-198.2pp |
| Employer contribution / active EE | $2,304 | $2,725-15.5% | $2,279+1.1% | $4,156-44.6% |
| Participant deferral / active EE | $6,553 | $4,640+41.2% | $4,048+61.9% | $6,407+2.3% |
| Admin fee / account holder | $82 | $10,129-99.2% | $8,703-99.1% | $12,270-99.3% |