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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 | $87,462 | $127,273-31.3% | $109,895-20.4% | $167,518-47.8% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.2%-7.6pp | 82.1%-15.4pp |
| Annual return | 10.83% | 22.97%-12.1pp | 29.46%-18.6pp | 478.71%-467.9pp |
| Employer contribution / active EE | $984 | $3,324-70.4% | $2,843-65.4% | $4,838-79.7% |
| Participant deferral / active EE | $1,859 | $4,515-58.8% | $4,049-54.1% | $6,342-70.7% |
| Admin fee / account holder | $239 | $7,117-96.6% | $6,067-96.1% | $12,312-98.1% |