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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 | $29,103 | $106,905-72.8% | $84,020-65.4% | $152,885-81.0% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.5%-15.8pp |
| Annual return | 31.24% | 105.00%-73.8pp | 71.31%-40.1pp | 345.39%-314.2pp |
| Employer contribution / active EE | $1,282 | $2,735-53.1% | $1,984-35.4% | $4,763-73.1% |
| Participant deferral / active EE | $7,447 | $4,012+85.6% | $3,239+129.9% | $5,851+27.3% |
| Admin fee / account holder | $143 | $8,287-98.3% | $6,101-97.7% | $11,598-98.8% |