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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 | $24,835 | $149,741-83.4% | $118,914-79.1% | $158,982-84.4% |
| Participation rate | 63.2% | 82.1%-19.0pp | 75.4%-12.2pp | 82.0%-18.8pp |
| Annual return | 24.73% | 19.94%+4.8pp | 35.89%-11.2pp | 302.99%-278.3pp |
| Employer contribution / active EE | $2,351 | $4,119-42.9% | $3,264-28.0% | $4,763-50.6% |
| Participant deferral / active EE | $3,149 | $5,226-39.7% | $4,266-26.2% | $5,983-47.4% |
| Admin fee / account holder | $168 | $8,607-98.1% | $6,582-97.5% | $11,252-98.5% |