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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 | $48,898 | $126,661-61.4% | $113,397-56.9% | $138,895-64.8% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 20.36% | 25.05%-4.7pp | 23.20%-2.8pp | 145.39%-125.0pp |
| Employer contribution / active EE | $2,389 | $3,456-30.9% | $2,977-19.8% | $4,194-43.0% |
| Participant deferral / active EE | $5,240 | $5,693-8.0% | $5,076+3.2% | $6,396-18.1% |
| Admin fee / account holder | $121 | $14,549-99.2% | $11,957-99.0% | $12,562-99.0% |